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Wells Fargo Ultra Sh-Tm Income Fund;Inst

Ranked 51 out of 211 in - US Dollar Short Term over 12 months
All calculations are in USD unless stated

Managed by

Christopher Y. Kauffman

Christopher Kauffman is a portfolio manager for the Wells Capital Management Fixed Income team. He joined WellsCap from Tattersall Advisory Group (TAG), where he served in a similar role since 2003. He began his investment industry career in 1997 as an investment officer for NISA Investment Advisors, where he was responsible for MBS analysis, risk assessment, and trading. He earned a bachelors degree in finance and economics and a masters degree in business administration with an emphasis in finance from Washington University in St. Louis. Kauffman has earned the right to use the CFA designation and is a member of the St. Louis Society of Financial Analysts and the CFA Institute.

Jay Mueller

Jay Mueller is a senior portfolio manager for the Wells Capital Management Fixed Income team. Mueller joined Wells Capital Management in 2005 from Strong Capital Management where he held the role of director of fixed income. Jay had joined Strong Capital Management in 1991 as the portfolio manager of the Strong Money Market and Strong Heritage Money Funds. Prior to Strong, he was a portfolio manager and security analyst at R. Meeder & Associates. Mueller began his investment industry career in 1982 at Harris Bancorp as an investment analyst. Throughout his career, he has managed equity derivatives, bond portfolios, money market funds, international cash portfolios, municipal portfolios and index funds. Mueller earned a bachelor's degree in economics from the University of Chicago and has been awarded the CFA designation.

Noah Wise

Objective

The Fund seeks current income with a very low degree of share-price fluctuation. The Fund invests primarily in higher and medium quality bonds which include very short-term corporate, and mortgage-and asset-backed bonds. The Funds average maturity is usually 1 year or less.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Short Term over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% 0.5%
2017 1.5% 0.4% 0.5% 0.4% 0.3%
2016 1.7% 0.4% 0.7% 0.5% 0.1%
2015 0.5% 0.2% 0.2% -0.1% 0.3%
2014 0.5% 0.3% 0.3% 0.0% -0.1%
2013 0.8% 0.2% -0.1% 0.3% 0.5%
2012 2.3% 0.9% 0.2% 0.8% 0.3%
2011 0.7% 0.6% 0.2% -0.2% 0.2%
2010 4.1% 1.7% 0.5% 1.3% 0.6%
2009 9.1% 0.7% 2.5% 3.9% 1.7%
2008 -6.5% -0.8% 0.2% -1.4% -4.7%
2007 3.7% 1.3% 1.3% 0.3% 0.6%
2006 5.4% 1.1% 1.3% 1.3% 1.6%
2005 4.0% 0.8% 1.3% 1.0% 0.9%
2004 2.3% 1.0% 0.0% 0.9% 0.5%
2003 2.9% 1.1% 1.0% 0.5% 0.3%
2002 1.2% -0.6% 0.7% 0.4% 0.8%
2001 4.8% 2.3% 1.7% 0.0% 0.8%
2000 7.2% 1.6% 1.7% 2.2% 1.6%
1999 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/09/1999
  • Share Class size737Mn
  • Base currencyUSD
  • ISIN US9499177445

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.23%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).