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Our History

We're proud of a distinguished investment heritage that stretches back for decades. Over time, we expanded our capabilities to offer investors additional building blocks for implementing a wide range of investment strategies. Our timeline offers a perspective of the key milestones in our history.

1932
Keystone creates one of the first mutual fund families.
1971
Wells Fargo & Company introduces one of the first institutional index funds.
1978
Wells Fargo applies Markowitz and Sharpe’s research on Modern Portfolio Theory to investment portfolio management.
1984
Wells Fargo Stagecoach Funds launches its first Asset Allocation Fund.
1988
Wells Fargo’s proprietary Tactical Asset Allocation (TAA) model is first applied to Wells Fargo Collective Funds.
1989
The TAA Model is first applied to Wells Fargo’s asset allocation mutual funds.
1994
Wells Fargo introduces the LifePath Funds, one of the first suites of target date funds (now the Wells Fargo Dow Jones Target Date Funds).
1996
Evergreen Investments and Keystone Funds merge.
1997
Wells Fargo launches Wells Fargo Advantage WealthBuilder Portfolios, a fund-of-funds suite of products that includes the use of quantitative models to shift assets across investment styles.
1999
Norwest Advantage Funds and Stagecoach Funds are reorganized into Wells Fargo Funds after the merger of Norwest and Wells Fargo.
2001
Wachovia formally completes a merger of equals with Evergreen Funds’ umbrella company, First Union Corporation, to create the new Wachovia Corporation.
2002
Evergreen Retail and Evergreen Institutional companies form the umbrella asset management company, Evergreen Investments.
2002
Evergreen Investments adds the First International Advisors group to its platform and renames it Evergreen International Advisors.
2003
Wells Fargo significantly expands its fund lineup with the acquisition of Montgomery Asset Management.
2003
Evergreen Investments forms a relationship with Grantham, Mayo, Van Otterloo & Co., LLC (GMO).
2004
Wells Fargo’s adoption of Philadelphia-based Cooke & Bieler Funds brings new large-cap and mid-cap value funds to the lineup.
2004
Artisan Funds is hired to manage the Wells Fargo International Equity Fund.
2005
The integration of Strong Funds creates Wells Fargo Advantage Funds, resulting in one of the 20 largest mutual fund companies in the United States.
2005
Evergreen Investments announces strategic investment in Golden Capital Management, LLC.
2006
Wells Fargo Advantage Funds relaunches the target date product line as Wells Fargo Advantage Dow Jones Target Date Funds.
2006
Evergreen Investments acquires majority interest in intrinsic-value managers Metropolitan West Capital Management, LLC.
2007
Wells Fargo Advantage Funds launches five additional Wells Fargo Advantage Dow Jones Target Date Funds.
2007
Evergreen Investments acquires majority interest in European Credit Management Limited (ECM), a London-based fixed-income investment management firm.
2008
Wells Fargo launches the Luxembourg-domiciled Wells Fargo (LUX) Worldwide Fund.
2008
Wells Fargo & Company completes the acquisition of Wachovia Corporation (the parent company of Evergreen Investments) on December 31.
2010
The Boards of Trustees of Wells Fargo Advantage Funds and Evergreen Funds approve the merger of the fund families.

Dow Jones® and Dow Jones Target Date IndexesSM are service marks of Dow Jones Trademark Holdings LLC (Dow Jones); have been licensed to CME Group Index Services LLC (CME Indexes); and have been sublicensed for use for certain purposes by Global Index Advisors, Inc., and Wells Fargo Funds Management, LLC. The Wells Fargo Dow Jones Target Date Funds, based on the Dow Jones Target Date Indexes, are not sponsored, endorsed, sold, or promoted by Dow Jones, CME Indexes, or their respective affiliates, and none of them makes any representation regarding the advisability of investing in such product(s).

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