Breaking News
Upgrade 0
⏰ Save Valuable Time with Faster Stock Data & Tools
Go Pro Now
Close

Wells Fargo Small Cap Value Fund - Class R6 (SMVRX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Wells Fargo Small Cap Value R6 historical data, for real-time data please try another search
13.15 +0.01    +0.08%
20/09 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Wells Fargo Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 31.91M
Wells Fargo Small Cap Value R6 13.15 +0.01 +0.08%

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.
Category

Small Blend

Total Assets

31.91M

Expenses

0.83%

Inception Date

41453

Contact Information

Address 525 Market Street
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.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

SMVRX Comments

Write your thoughts about Wells Fargo Small Cap Value Fund - Class R6
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email