2015 Qualified dividends

You may be eligible to report certain qualified distributions of ordinary income from IRS Form 1099-Div, box 1a at a reduced tax rate. This qualified amount is reported in IRS Form 1099-Div box 1b. Please refer to the instructions for Form 1040, line 9b for additional information and restrictions. If a fund is not present in the table below, please assume 0%.

Qualified Dividends
Absolute Return Fund 33.26%
Alternative Strategies Fund 19.08%
Asia Pacific Fund 100.00%
Asset Allocation Fund 57.52%
C&B Large Cap Value Fund 100.00%
C&B Mid Cap Value Fund 100.00%
Disciplined U.S. Core Fund 68.51%
Diversified Income Builder Fund 9.96%
Diversified Capital Builder Fund 100.00%
Diversified Equity Fund 100.00%
Diversified International Fund 100.00%
Target 2010 Fund 22.47%
Target 2015 Fund 31.11%
Target 2020 Fund 43.61%
Target 2025 Fund 53.31%
Target 2030 Fund 66.86%
Target 2035 Fund 76.86%
Target 2040 Fund 84.34%
Target 2045 Fund 88.22%
Target 2050 Fund 86.83%
Target 2055 Fund 94.51%
Target 2060 Fund 100.00%
Target Today Fund 27.39%
Emerging Markets Equity Fund 100.00%
Emerging Markets Equity Income Fund 94.64%
Emerging Markets Equity Select Fund 100.00%
Endeavor Select Fund 49.22%
Global Long/Short Fund 76.47%
Global Opportunities Fund 100.00%
Growth Fund 100.00%
Growth Balanced Fund 94.46%
Index Fund 59.15%
Index Asset Allocation Fund 65.11%
International Equity Fund 70.75%
International Value Fund 100.00%
Intrinsic Small Cap Value Fund 100.00%
Intrinsic Value Fund 100.00%
Intrinsic World Equity Fund 100.00%
Large Cap Core Fund 100.00%
Large Cap Growth Fund 100.00%
Large Company Value Fund 100.00%
Moderate Balanced Fund 36.35%
Opportunity Fund 92.78%
Precious Metals Fund 100.00%
Real Return Fund 18.67%
Small Cap Opportunities Fund 100.00%
Small Company Value Fund 100.00%
Special Mid Cap Value Fund 70.84%
Special Small Cap Value Fund 94.55%
Utility and Telecommunications Fund 100.00%
WealthBuilder Growth Allocation Portfolio 14.66%
WealthBuilder Growth Balanced Portfolio 7.49%

Stock fund values fluctuate in response to the activities of individual companies and general market and economic conditions. Bond fund values fluctuate in response to the financial condition of individual issuers, general market and economic conditions, and changes in interest rates. In general, when interest rates rise, bond fund values fall and investors may lose principal value. Some funds, including nondiversified funds and funds investing in foreign investments, high-yield bonds, small- and mid-cap stocks, and/or more volatile segments of the economy, entail additional risk and may not be appropriate for all investors. Consult a fund's prospectus for additional information on these and other risks.

Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.

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  • No Bank Guarantee
  • May Lose Value