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Wells Fargo Small Cap Value Fund - Class R6 (SMVRX)
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20/09 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 31.91M
Wells Fargo Small Cap Value R6
13.15
+0.01
+0.08%
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SMVRX Overview
On this page you'll find an in-depth profile of Wells Fargo Small Cap Value Fund - Class R6. Learn about the key management, total assets, investment strategy and contact information of SMVRX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests: at least 80% of the fund's net assets in equity securities of small-capitalization companies; and up to 30% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of small-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the Russell 2500™ 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 |
|---|---|---|---|
| Jeff Goverman | - | 2019 | 2019 |
| Biography | Jeff Goverman is a portfolio manager on the Stageline Value Equity team at Wells Fargo Asset Management (WFAM). Before joining WFAM in 2006, Jeff was research director, senior partner and research analyst at Pacific Crest Securities. While there, Jeff built a nationally recognized research department that was named “best small technology boutique” by Institutional Investor magazine in 2001, 2002 and 2003. Prior to this, he was an executive vice president and software and internet analyst with Cowen and Co. Jeff began his career in the industry in 1987 as a research analyst with Soundview Financial focusing on minicomputers and networking. Jeff earned a bachelor's degree from Colby College, a master's degree in business administration from Carnegie-Mellon University and a master's degree in information technology from Pace University. | ||
| Craig R. Pieringer | Portfolio Manager | 2019 | 2019 |
| Biography | Craig Pieringer is a portfolio manager on the Stageline Value Equity team at Wells Fargo Asset Management (WFAM). Before joining WFAM in 2003, Craig was a portfolio manager for Benson Associates Value/Contrarian strategy, which was acquired by WFAM. Prior to this, he was a senior portfolio manager for high net worth clients at First Asset Management, a subsidiary of U.S. Bancorp. Before joining U.S. Bancorp, Craig was the director of research for Anderson Capital Management. Craig earned a bachelor’s degree in economics from The United States Military Academy at West Point, New York. He also earned a master’s degree in international public policy from Johns Hopkins University in Washington, D.C., and a master’s degree in business administration from the Amos Tuck School of Business at Dartmouth College. Craig completed a portion of his MBA at INSEAD in Fontainebleau, France. He has earned the right to use the CFA designation and has served as President of the CFA Society Portland. | ||
| Garth R. Nisbet | CIO (Chief Investment Officer) | 2019 | 2019 |
| Biography | Garth R. Nisbet is a senior portfolio manager on the Stageline Value Equity team at Wells Fargo Asset Management (WFAM). Before joining WFAM in 2011, he served as senior vice president and senior portfolio manager at Quest Investment Management Inc. for six years. Earlier in his career, Garth served as senior vice president and senior portfolio manager at Columbia Management. In addition, he served as Crabbe Huson Group’s chief investment officer for four years. He began his investment career in 1985 with the State of Wisconsin Investment Board. Garth earned a bachelor’s degree in economics and communications from the University of Washington and a master’s degree in business administration with an emphasis in finance from the University of Wisconsin. He has earned the right to use the CFA designation and is member of CFA Institute and the CFA Society of Portland, where he previously served as president. | ||
| Michael Schneider | Senior Portfolio Manager | 2011 | 2019 |
| Biography | Michael Schneider serves as the senior portfolio manager and team leader for the Value Equity team at Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Michael worked at Gabelli & Co. as a research analyst. Before that, he was an investment officer and equity analyst at Standard & Poor's and a junior analyst at R.L Renck & Co., Inc. Michael received his bachelor's degree in finance from St. John's University and earned a master's degree in business administration from Columbia Business School. He has earned the right to use the CFA designation and is a member of CFA Institute and the New York Society of Security Analysts. | ||
| Erik C. Astheimer | Senior Research Analyst | 2011 | 2019 |
| Biography | Erik Astheimer serves as a senior analyst and co-portfolio manager for the Value Equity team at Wells Fargo Asset Management (WFAM). Prior to joining Wells Fargo Asset Management (WFAM), Erik served as a senior research analyst at Strong Capital Management, which he joined in 2004. Prior to Strong, Erik worked at Gabelli & Co. as a research analyst. Before that, he was a financial analyst at Salomon Smith Barney in their investment banking department. During his final year with the firm, his assignments were undertaken in the Asia-Pacific region. He has earned a bachelor’s degree in finance from Duquesne University. | ||
| I. Charles Rinaldi | Senior Portfolio Manager | 1997 | 2016 |
| Biography | Charles Rinaldi serves as managing director and senior portfolio manager for the Value Equity team at Wells Capital Management. He has oversight and portfolio management responsibility for the team’s Small Cap Value and SMID Cap Value services. Charles joined Wells Capital Management from Strong Capital Management. Prior to joining Strong in 1997 as head of its small cap value investment service, he was senior vice president and portfolio manager at Mutual of America Capital Management Corporation. Previously, he was a portfolio manager at Glickenhaus and Company, Lehman Management Company, Arnhold & S. Bleichroeder, and Gintel & Company; and was a security analyst for 10 years at Merrill Lynch Capital Markets. Charles received a bachelor’s degree cum laude from St. Michaels College. He earned his master’s degree in business administration, graduating with high distinction from Babson College. Charles is a member of the National Honor Society, the CFA Institute, and the New York Society of Security Analysts. | ||
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