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MFWire: Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Allspring Global Investments
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525 Market Street
San Francisco, CA 94105
Google Maps
Contact
Main Phone: 800-222-8222
Web Site:
http://www.wellsfargoadvantagefunds.com/
Mutual Fund Brand(s)
Wells Fargo Advantage Funds; Evergreen Funds; Stagecoach Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
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Background:
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On November 1, 2021, private equity firms GTCR and Reverence Capital Partners revealed the completion of their deal to spinoff Wells Fargo Asset Management (WFAM) from Wells Fargo & Company. As planned, WFAM rebranded as Allspring Global Investments. GTCR and Reverence together own a majority stake of Allspring, while employees own a chunk, and Wells Fargo itself retains a passive, 9.9-percent stake. The $2.1-billion deal was first unveiled back in February 2021, and rumors of the spinoff date at least as far back as October 2020.
Wells Fargo is credited with being the first asset manager to offer an index product. The product was offered to institutional investors in 1971.
In 1978 Wells Fargo launched tactical asset allocation separate account products for institutional investors that used modern portfolio theory developed by Harry Markowitz and William Sharpe. It added collective trust versions of the StageCoach asset allocation funds in 1984 and extended the concept to a family of Forty Act registered mutual funds in 1989. The funds are offered under the Stagecoach Funds brand.
Targeting the 401(k) market, Wells Fargo Nikko launched its Lifepath family of target date funds in 1994. These funds are credited as being the first target date mutual funds. (Wells Fargo Nikko later exited the full-service 401(k) business, selling its recordkeeping arm to Merrill Lynch but retaining its asset management relationships with plan sponsors).
Norwest
The Wells Fargo Stagecoach Funds are merged with the Norwest Advantage Funds after Norwest Bank purchased Wells Fargo 1998. The Minneapolis-based Norwest adopted the Wells Fargo name and relocated its headquarters to San Francisco.
SIFE Financial Services Fund
Wells Fargo acquired SIFE Financial Services Fund in 2002.
Cooke & Bieler Funds
Adoption of Philadelphia-based Cooke & Bieler Funds adds large-cap, mid-cap, and tax-managed value funds to the Advantage lineup.
Strong Funds
Wells Fargo acquired Strong Funds in 2005 after Strong co-founder Richard "Dick" Strong was accused of market timing in the firm's funds by then New York Attorney General Eliot Spitzer. The Strong Funds were merged into the Wells Fargo Funds.
Wachovia Evergreen Funds
Wells Fargo Advantage Funds was merged with Wachovia's Evergreen Funds after the two banks merged in 2009. The combined families will have 128 funds, 49 fewer than the premerge number.
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Sponsored Opportunities
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Key People:
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Joe Sullivan
Chairman, CEO, Allspring Global Investments | Kate Burke
Incoming President, Allspring Global Investments (fka Wells Fargo AM) | Wayne Badorf
Head of Intermediary Sales, Asset Management Group, Wells Fargo | Nico Marais
Senior Advisor, Allspring Global Investments | John Kenney
Head of Strategic Initiatives, Allspring Global Investments (fka Wells Fargo AM) | Karla Rabush
President, Wells Fargo Advantage Funds | Randy Henze
Head of Institutional and Money Market Channels, Wells Fargo Advantage Funds | Kirk Hartman
President, Chief Investment Officer, Wells Capital Management | Andrew Owen
Head of Investment Review, Product and Operations Groups, Wells Fargo Advantage Funds | Sarah Henrikson
Manager of Retirement and College Planning, Wells Fargo Advantage Funds | David Messman
Senior Vice President, Attorney and Chief Legal Officer / Assistant General Counsel, Wells Fargo Funds Management, LLC / Wells Fargo | Erdem Cimen
Vice President, Head of Financial Operations, Wells Fargo Funds Management | Amru Khan
Executive Vice President, Head of Institutional Sales, Wells Fargo Asset Management | Susan Frodl
Senior Vice President, Head of Client Services, Wells | Nancy Wiser
Global Head of Fund Operations and Governance, Wells Fargo | Debra Early
Sr Rish Consultant, Business Risk Strategies |
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Story Archive for Allspring Global Investments
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Published On
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Story Headline
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Publication |
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10/30/2024
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As Inflows Sextuple to $262B, Fido Leads
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9/27/2024
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Fido and BlackRock Lead an $83B Rebound
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9/6/2024
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Three DC I-O Execs Leave a $571B-AUMA Firm
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5/22/2024
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Money Fund Outflows Fall By $80B
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5/8/2024
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Lege Joins a $570B-AUA AM's C-Suite
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4/26/2024
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Despite a $33B Drop, Fidelity Still Leads
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3/27/2024
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Schwab Pulls Ahead With $10.4B
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2/28/2024
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Fidelity Repeats As These Inflows Rise By $44B
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1/26/2024
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December Was a $118B Passive Month
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9/26/2023
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Five of the Most Trusted Fund Firms In 2023
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8/24/2023
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JPMAM Flows Jump $27B
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7/28/2023
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The $597B Half-Year
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6/2/2023
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Sullivan Hires One AB C-Suiter While Two More Rise
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4/28/2023
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One Month, $362B In Inflows
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1/31/2023
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A $151B Quarter Almost Reverses a Rough Year
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12/20/2022
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A $463B-AUM Firm Adopts a Familiar, $635MM Duo
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11/28/2022
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Goldman Leads With $22B
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11/16/2022
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WisdomTree Repeats With $2.068B
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9/12/2022
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A U.S. Distro Chief Will Join a $476B-AUM Firm
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8/30/2022
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The 7 Most Trusted Fund Firms of 2022
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8/16/2022
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ProShares Three-Peats, Netting About $3B
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3/25/2022
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Targeting SMAs, a Legg Vet Joins a $575B-AUM AM's Leadership Team
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1/31/2022
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Money Market Flows Fell 23 Percent Last Year, But ...
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12/28/2021
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Where Will Allspring Expand Under Sullivan?
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12/9/2021
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23 Fund Firms Win Big
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10/7/2021
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How Is RM Evolving?
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7/27/2021
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As a $604B-AUM Firm Rebrands, a New CEO Springs In
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4/15/2021
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Some Fundsters and Fund Firms Sign a Voting Rights Ad
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4/12/2021
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Week In Preview, April 12 - April 18
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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2/23/2021
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Sullivan Resurfaces As PE Agrees to a $2.1B Acquisition
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1/15/2021
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Two PE Firms May Buy a $607B-AUM Asset Manager
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10/23/2020
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Will a Bank Sell Its $578B-AUM Asset Manager?
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9/16/2020
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2020 Inflows Reach 46 Percent of This Shop's AUM
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9/14/2020
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Week In Preview, September 14-20
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8/25/2020
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Money Fund Outflows Fall 64 Percent
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6/26/2020
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Money Fund Flows Plunge 88 Percent, But ...
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5/29/2020
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The Money Fund Inflows Flood Slows a Bit
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5/13/2020
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Post-Reorg, WFAM's DC Chief Gains a New Boss
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401kWire.com
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5/11/2020
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The Top Three Fund Firms For Diversity
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5/4/2020
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This Duo Will Lead a $518B AUM Firm's ESG Effort
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4/23/2020
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15 Percent of Money Funds' AUM Arrived Last Month
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4/23/2020
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A $518B AM Debuts a DC Income Product
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3/27/2020
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Some Asset Manager's Parents Are Shielding Jobs Mid-Crisis
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3/26/2020
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A 19-Year Wells Fargo Vet Exits In the Southwest
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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2/28/2020
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A Giant Bank Tweaks Two TDF Families
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2/12/2020
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WFAM Sort of Dodges the Wells Fargo Reorg
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12/2/2019
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After 18 Years, an SVP Leaves WFAM
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10/15/2019
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A Midwestern ETF Shop Retakes First
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10/14/2019
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Week In Preview, October 14-20
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10/14/2019
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Week In Preview, October 14-20
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10/4/2019
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DC Retirement Income? A $495B AM Files For a Patent
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4/23/2019
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Two Asset Management Deals That Weren't
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4/11/2019
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After 30 Years, a Top WFAM Exec Retires
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3/19/2019
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Bogles' Bunch Dominates Both Sides
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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2/25/2019
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ProShares Wins as Mid-Size Flows Stabilize
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1/23/2019
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A San Fran Fundster Takes Over a $320B AUM Multinational
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1/22/2019
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88 Percent of Midsize Firms Suffered In December
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12/13/2018
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Axsater Reorgs Wells Fargo AM's Insti Distro
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401kWire.com
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10/3/2018
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A San Fran DC I-O Exec Shifts
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401kWire.com
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8/14/2018
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Bridge Builder Keeps Dominating
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7/16/2018
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Week In Preview, July 16-22
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6/25/2018
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Week In Preview, June 25-July 1
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5/31/2018
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Despite Slipping, an ETF Shop Keeps the Pole Position
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5/30/2018
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BlackRock Beat Vanguard Last Month
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5/1/2018
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First Trust's Inflows Double
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4/27/2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
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4/23/2018
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Ron Cohen Hires Five
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3/28/2018
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An Insurer Won the February Midsize Fund Firm Race
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3/27/2018
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Even Vanguard and BlackRock Took a Flows Hit
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3/19/2018
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Week In Preview, March 19-25
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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2/27/2018
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ProShares Takes the Midsize Lead
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2/26/2018
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Despite a Shift, Passive Titans Still Dominated January Flows
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1/29/2018
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Bridge Builder Dominated 2017
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1/25/2018
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Two Fund Firms, One $555B Year
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MFWire.com
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12/26/2017
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First Trust and Bridge Builder Take the Lead
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12/21/2017
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Even Vanguard and BlackRock Slowed Down a Bit
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MFWire.com
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10/23/2017
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Baird Dominated September Among Midsize Firms
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10/20/2017
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The Vanguard-BlackRock Show Continued In September
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9/21/2017
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Axsater Hunts For a Connector
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9/20/2017
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T. Rowe PMs and Wells Fargo's AM Chief Woo Reporters in Gotham
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9/7/2017
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Filings For Fundsters - September 7, 2017
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MFWire.com
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8/21/2017
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Vanguard and BlackRock Eclipse the Competition, Again
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7/19/2017
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Filings for Fundsters - July 19, 2017
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MFWire.com
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7/6/2017
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Ivy, Oakmark, and First Trust Had a Big May
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MFWire.com
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7/5/2017
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Filings for Fundsters - July 5, 2017
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MFWire.com
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6/30/2017
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Filings for Fundsters - June 30, 2017
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6/29/2017
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Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
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6/7/2017
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Filings for Fundsters - June 7, 2017
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MFWire.com
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5/17/2017
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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
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5/8/2017
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This Week In Preview, May 8-14
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5/5/2017
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ICI GMM 2017 Wrap Up
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4/3/2017
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Filings for Fundsters - April 3, 2017
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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3/9/2017
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Mitchem Brings a Familiar Face to Wells
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2/21/2017
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TIAA and Passive Players Won January
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2/16/2017
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Sloane Expands USAA's Key Account and Investment Resource Teams
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MFWire.com
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1/20/2017
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Will You Help Elizabeth Warren Save the Fiduciary Reg?
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MFWire.com
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1/19/2017
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Vanguard, BlackRock, and SSgA Won 2016
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MFWire.com
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1/19/2017
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71 Percent of Big Fund Firms Suffered in December
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1/3/2017
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Filings for Fundsters - January 3, 2017
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MFWire.com
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12/30/2016
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The Most Popular MFWire Stories of 2016
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12/6/2016
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Filings for Fundsters - December 6, 2016
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MFWire.com
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12/2/2016
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Filings for Fundsters - December 2, 2016
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MFWire.com
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11/18/2016
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Filings for Fundsters - November 18, 2016
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MFWire.com
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11/3/2016
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Filings for Fundsters - November 3, 2016
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MFWire.com
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10/21/2016
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Filings for Fundsters - October 21, 2016
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10/17/2016
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Filings for Fundsters - October 17, 2016
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10/3/2016
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Filings for Fundsters - October 3, 2016
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9/8/2016
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Filings for Fundsters - September 8, 2016
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8/30/2016
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Filings for Fundsters - August 30, 2016
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8/19/2016
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Filings For Fundsters - August 19, 2016
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8/18/2016
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Filings For Fundsters - August 18, 2016
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8/16/2016
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Filings For Fundsters - August 16, 2016
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8/15/2016
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Filings For Fundsters - August 15, 2016
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8/9/2016
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Stork and Reaper - August 9, 2016
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4/19/2016
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A Top SSgA Alum Takes Over Wells Fargo AM
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3/23/2016
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101 Fund Families Win in Gotham
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1/8/2016
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This Giant Bank's Asset Management Chief Is Retiring
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11/16/2015
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Vanguard Retakes the Lead
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11/10/2015
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IMPACT 2015 Begins in Beantown
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9/1/2015
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Wells Fargo Sees an Advantage In a Trimmer Fund Brand
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8/11/2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
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7/30/2015
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LPL Focus 2015 In Pictures
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5/19/2015
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111 Percent of Net Inflows Last Month Went Into Just Two Firms
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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2/26/2015
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Fundsters Take Three Spots On an Overpaid CEOs List
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5/29/2014
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Rolling on the River ... to What End?
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5/2/2014
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Wells Fargo Taps Rock Creek For an Alt Fund
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12/9/2013
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In Praise of Subadvisors
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12/3/2013
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Unconstrained Bond Funds Catch WSJ's Eye
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11/1/2013
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Fund Giants Push to Redefine Retail
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6/5/2013
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FINRA Slaps Merrill and Wells Fargo With Big Fines
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5/15/2013
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The Next Gig for the Week of May 15, 2013
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4/29/2013
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WSJ Shouts Out to Funds that Ignore that Long-Term
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4/1/2013
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Fundsters Gain Ink in the NYT
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MFWire.com
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12/4/2012
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Big Banks Give Funds Another Shot, But Will They Fail Again?
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MFWire.com
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11/5/2012
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The Journal Doesn't Love Tactical Mutual Funds
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MFWire.com
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10/22/2012
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Reuters Spotlights Two New Total Return Offerings
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MFWire.com
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10/4/2012
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WSJ's Fund Fiend Ponders Short-Term High-Yield Funds
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MFWire.com
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9/10/2012
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Reports of a Fund's Death Are Greatly Exaggerated
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MFWire.com
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8/16/2012
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Stork and Reaper for August 16, 2012
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MFWire.com
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8/8/2012
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Stork and Reaper for August 8, 2012
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MFWire.com
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8/7/2012
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Stork and Reaper for August 7, 2012
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MFWire.com
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6/19/2012
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NYTimes asks: How Much Risk Should a TDF Take?
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MFWire.com
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5/22/2012
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Niedermeyer Has a "Consistent Long-Term Strategy" for Wells Fargo
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MFWire.com
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5/14/2012
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Climate Change Fighters Attack AmFunds, Fido and Vanguard
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MFWire.com
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Raw XML
