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Wells Fargo Capital Growth Fund - Class R6 (WFCRX)
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20/09 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.47M
Wells Fargo Capital Growth R6
10.95
-0.06
-0.54%
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WFCRX Overview
On this page you'll find an in-depth profile of Wells Fargo Capital Growth Fund - Class R6. Learn about the key management, total assets, investment strategy and contact information of WFCRX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of large-capitalization companies and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of large-capitalization companies that the advisor believes offer the potential for capital growth. The advisor defines large-capitalization companies as those with market capitalizations within the range of the Russell 1000® Index at the time of purchase.
Contact Information
Address
525 Market Street
San Francisco,CA 94105
United States
San Francisco,CA 94105
United States
Phone
800-222-8222
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Christopher J. Warner | Portfolio Manager | 2016 | 2019 |
| Biography | Christopher Warner serves as a portfolio manager for the Fundamental Growth Equity team at Wells Fargo Asset Management (WFAM). Prior to joining the firm in 2007, Chris worked as an equity research associate following the enterprise software, systems management and data storage industries for Citigroup in San Francisco. He began his investment industry career in 2002 and he has also worked as an equity analyst at Morningstar and PPM America, INC. His related professional experience includes technology-consulting positions at Evolve Software and PricewaterhouseCoopers, LLP. Chris earned a bachelor’s degree in business administration from the University of Illinois, Champaign, and a master’s degree in business administration–finance and corporate strategy from the Ross School of Business at the University of Michigan, Ann Arbor. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Michael T. Smith | Portfolio Manager | 2012 | 2019 |
| Biography | Michael T. Smith serves as managing director and senior portfolio manager for the Fundamental Growth Equity team at Wells Fargo Asset Management (WFAM). Mike has oversight and portfolio management responsibility for all growth equity portfolios managed by the team. He joined WFAM in 2005 from Strong Capital Management where he served as a senior research analyst focusing primarily on the healthcare sector. Prior to joining Strong in 2000, Mike served as a research analyst and trader at Conseco Capital Management. He attended DePauw University, where he graduated with a bachelor’s degree in economics. Mike serves on the Park Tudor School Board of Trustees and is a director at the Tindley Accelerated Schools in Indianapolis. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Thomas J. Pence | Managing Director, Senior Portfolio Manager | 2004 | 2016 |
| Biography | Tom Pence is a portfolio manager for the Fundamental Growth Equity team at Wells Capital Management. He joined WellsCap from Strong Capital Management where he served as lead portfolio manager. Prior to joining Strong in 2000, Tom served as senior vice president and chief equity investment officer of Conseco Capital Management. While at Conseco, he was responsible for managing all tax-exempt and taxable growth equity portfolios as well as various mutual funds within the Conseco Fund Group. Prior to joining Conseco in 1991, Tom worked for the Forum Group, where he oversaw several transactions as part of the firm’s development and acquisition team. Before joining the Forum Group he was a financial consultant with Peterson & Company in Chicago. Tom holds a bachelor’s degree in business from Indiana University and a master’s degree in business administration with honors from the University of Notre Dame. He is a former board member of the Reese Investment Fund for Indiana University and has served as a director of the Indianapolis Society of Financial Analysts. Tom has earned the right to use the CFA designation. | ||
| Michael C. Harris | Portfolio Manager, Research Analyst | 2006 | 2012 |
| Biography | Mike Harris serves as a portfolio manager for the Fundamental Large and Large Select Growth portfolios at Wells Capital Management. He also serves as a research analyst with primary responsibilities covering the financial and energy sectors. He joined Wells Capital Management from Strong Capital Management where he held a similar role. Before joining Strong in 2000, Mike was responsible for assisting in the research and portfolio management effort for Conseco Capital Management equity portfolios. Prior to working for Conseco, Mike worked as an equity research assistant for the IU Foundation. Mike holds a bachelor’s degree in finance from Southeast Missouri State University and earned his master’s degree in business administration–finance from Indiana University where he was selected by faculty to participate in the Investment Management Academy. Mike has earned the right to use the CFA designation. | ||
| Erik J. Voss | Portfolio Manager | 2005 | 2006 |
| Biography | Erik Voss is a portfolio manager and has been associated with Invesco and/or its affiliates since 2010. Prior to joining Invesco, Mr. Voss was a portfolio manager with J&W Seligman Investments focusing on growth equity portfolios. As leader of the Seligman Growth team, he managed eight sector analysts and implemented a process he has developed over his career. Previously, Mr. Voss worked on teams at both Conseco Capital and Wells Capital Management, where at the latter he managed two large-cap growth portfolios. Before Wells Capital, he was an analyst for Gardner Lewis Asset Management, where he researched and invested in stocks of all market capitalizations and across multiple industries. Mr. Voss earned a Bachelor of Science degree in mathematics and a Master of Science degree in finance, both from the University of Wisconsin, where he was also a member of the Applied Securities Program. He is a CFA charterholder. | ||
| Lawrence E. Eakin | Senior Director | 2001 | 2004 |
| Biography | Eakin is a senior director with Allegiant Asset Management Company, his employer since 2004. From 2002 to 2004, he was a co-portfolio manager of Strong Capital Management. Previously, he served as director of research at Rockhaven Asset Management, since he joined the firm in February 1997. From February 1995 until February 1997, he was a technology analyst at Federated Investors. From 1986 to 1995, he was a project leader/senior information analyst at Westinghouse Electric. | ||
| Christopher H. Wiles | managing senior Director, Senior Portfolio Manager | 1997 | 2004 |
| Biography | Wiles is managing senior director for core and growth equity management at Armada Funds. Most recently he was senior portfolio manager at Strong Capital Management, Inc. Wiles founded Rockhaven Asset Management in 1997, which was later acquired by Strong in 2002. He has 19 years of investment experience, including positions at Rockhaven, Federated Investors and Mellon Financial Corporation. Wiles holds the Chartered Financial Analyst designation. | ||
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