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Wells Fargo Disciplined Small Cap R6 (WSCJX)

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10.83-0.14 (-1.28%)
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Wells Fargo Disciplined Small Cap R6

Wells Fargo Funds Trust

525 Market Street

San Francisco CA 94163

Management information
Justin P. Carr,Lead manager since 14 June 2018
Portfolio Manager, Golden Capital Equity Justin Carr is a portfolio manager for the Golden Capital Equity team at Wells Fargo Asset Management (WFAM). Prior to joining the firm in 2007, Justin served as an analyst for Evergreen Investments where he began his investment industry career in 2000. He earned a bachelor’s degree in business administration from the University of Vermont and a master’s degree in financial mathematics from Worcester Polytechnic Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyWells Fargo Funds
Net assets26.44M
YTD return11.74%
Morningstar rating★★
Inception date31 Oct 2016

Fund operations

Last dividend0.25
Last cap gain0.00
Holdings turnover67.00%
Average for categoryN/A

Fees and expenses

ExpenseWSCJXCategory average
Annual report expense ratio (net)0.50%1.11%
Prospectus net expense ratio0.50%N/A
Prospectus gross expense ratio0.89%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.21%
3-yr expense projection245N/A
5-yr expense projection455N/A
10-yr expense projection1,060N/A