הרשמו על מנת ליצור התראות עבור מכשירים,
אירועים כלכליים ותוכן מאת כותבים אחריהם אתם עוקבים
הרשמה חינם כבר יש לך חשבון? כניסה
ציטוטים
כל סוגי המכשירים
- כל סוגי המכשירים
- מדדים
- מניות
- קרנות סל
- קרנות נאמנות
- סחורות
- מט"ח
- קריפטו
- אג"ח
- תעודות
אנא נסו לחפש ביטוי שונה
🤑 הכי חסכוני שיש. קבלו 60% הנחה במבצע לבלאק פריידי לפני שייעלם….
למימוש המבצע
13.17
-0.30
-2.23%
26/08 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 33.57M
Wells Fargo Dow Jones Target 2040 R6
13.17
-0.30
-2.23%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
WFOSX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Allspring Target 2040 Fund - Class R6. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של WFOSX – וכן מידע נוסף.
פרטי התקשרות
כתובת
525 Market Street, 12th Floor
San Francisco,CA 94105
United States
San Francisco,CA 94105
United States
טלפון
415-396-8000
פקס
San Francisco
אינטרנט
www.allspringglobal.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Travis L. Keshemberg | Portfolio Manager | 2022 | 2022 |
| ביוגרפיה | Travis L. Keshemberg, CFA, CIP, FRM Mr. Keshemberg joined Allspring Investments in 2016, where he currently serves as a Portfolio Manager for the Multi-Asset Solutions team. Prior to joining Allspring Investments, Mr. Keshemberg was a Director of Research at Allspring Funds Management, LLC. | ||
| Petros N. Bocray | Portfolio Manager | 2017 | 2022 |
| ביוגרפיה | Mr. Bocray is a portfolio manager on the Quantitative Strategies team at Wells Capital All Portfolios Management. In this role, Mr. Bocray serves as co-manager on several of the team's portfolios and conducts research supporting the quantitative models and investment strategies. Prior to joining the team in March 2006, Mr. Bocray worked as a portfolio manager for the Wells Fargo Wealth Management Group, where he managed private client accounts with a focus on portfolio construction and asset allocation. Education: Bachelor of Economics, College of Charleston, Charleston, South Carolina. | ||
| Kandarp R. Acharya | Senior Portfolio Manager | 2017 | 2022 |
| ביוגרפיה | Mr. Acharya joined Wells Capital Management in 2013, where he currently serves as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Acharya led the Advanced Analytics and Quantitative Research Group at Wells Fargo Wealth Management, where he also led the development and implementation of quantitative tactical allocation models as a member of the firm’s Asset Allocation Committee. | ||
| Christian L. Chan | CIO (Chief Investment Officer) | 2017 | 2022 |
| ביוגרפיה | Mr. Chan is a Senior Vice President and serves as Chief Investment Officer of AssetMark. Prior to becoming AssetMark’s CIO in 2022, Mr. Chan was a Managing Director and Head of US Portfolio Management for Allspring Global Investment’s Multi-Asset Solutions team, where he managed several multi-asset mutual funds and institutional accounts from 2021 to 2022. Previously, he was Head of Investments for Wells Fargo Funds Management Group from 2002 to 2021. Mr. Chan joined Wells Capital Management in 2013, where he served as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Chan was a Portfolio Manager at Wells Fargo Funds Management, LLC, where he managed several of the firm's asset allocation mutual funds and also served as the firm's Head of Investments. Chan has served as a member of Wells Fargo Funds Management's asset allocation team and investment team since 2002. Previously, he served as a director in the Investments Department at mPower Advisors, LLC from 1999 to 2001. Chan holds the Chartered Financial Analyst designation. | ||
| Paul T. Torregrosa | Co-Portfolio Manager | 2010 | 2017 |
| ביוגרפיה | Mr. Torregrosa is jointly responsible for managing the Funds. Mr. Torregrosa joined GIA in 2007 and currently serves as co-portfolio manager and director of research. Prior to joining GIA, Mr. Torregrosa held senior research positions at United Investment Managers, Inc. from 2006 to 2007 and at Iron Capital Advisors from 2004 to 2006. Both firms were affiliates of Gray Investment Services Corporation Company. Education: B.S.,Economics, Virginia Tech; M.A., Economics, Washington University; PHD, Finance, Pamplin College of Business, Virginia Tech. | ||
| Rodney H. Alldredge | Co-Founder /Co-Portfolio Manager/Senior Analyst | 2006 | 2017 |
| ביוגרפיה | Alldredge co-founded Global Index Advisors, Inc in 1994 and currently serves as co-portfolio manager and senior analyst of GIA, which provides advisory services, a series of collective investment funds. He has served as a consulting analyst and asset allocation strategist for both defined benefit and defined contribution retirement plans since 1989. | ||
| James P. Lauder | COO | 2006 | 2017 |
| ביוגרפיה | Lauder joined Global Index Advisors, Inc. in 2002 and currently serves as co-portfolio manager and chief operating officer of GIA which provides advisory services, a series of collective investment funds. Prior to joining GIA, Mr. Lauder served as president and founder of the Lauder Consulting Group, a bank strategy firm, from 2001 to 2002 and was a manager of Corporate Strategy at SunTrust Banks, Inc. from 2000 to 2001. | ||
| George V. Daniels | CEO | 2007 | 2011 |
| ביוגרפיה | Daniels co-founded GIA in 1994 and currently serves as co-portfolio manager and chairman/chief executive officer of GIA. He has served as an investment management consultant to both defined benefit and defined contribution retirement plans since 1966. | ||
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