Date updated:09-25-2007
This fund has a Morningstar rating of 5 stars and is run by Jenny Jones. Jones is an executive vice president of Schroders and has been an employee of Schroders since 2003. Previously, she was employed at Morgan Stanley Investment Management, where she was an executive director. Prior to that, she was a vice president and portfolio manager with Oppenheimer Capital. She also spent seven years with Mutual of America Life Insurance. In addition, Jones has worked as a financial consultant with Shearson Lehman and as an options strategist with Drexel Burnham Lambert. Wells Fargo Advantage Small Cap Opportunities Fund is an open-end fund incorporated in the USA. The objective is long-term capital appreciation. The Fund invests in equity securities of U.S. companies that have market capitalizations of $3 billion or less. The Adviser invests in companies believed to be able to generate above-average earnings growth and sell at favorable prices.
Current Returns:
1-Year: 22.76%
3-Year: 18.51%
5-Year: 21.87%
As of 7/31/07

-
SGMS
Scientific Games - $15.01
- -3.29%
- $15.42
No Analysis added

-
INFA
Informatica Corpo - $22.52
- -2.43%
- $22.90
No Analysis added

-
SGR
Sgr - $0.00
- N/A
- $N/A
No Analysis added

-
RGA
Reinsurance Group - $46.50
- -1.23%
- $46.86
No Analysis added

-
BOH
Bank Of Hawaii Cp - $45.21
- 0.00%
- $N/A
No Analysis added

-
DJO
Djo - $0.00
- N/A
- $N/A
No Analysis added

-
PRGO
Perrigo Company - $39.17
- -0.38%
- $38.91
No Analysis added

-
FMC
F M C Cp - $56.49
- -0.88%
- $56.52
No Analysis added
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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/
Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.
A. The only one I own : SLX,
too hard pick a winner out all of them
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