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Wells Fargo Securities, LLC

The Wells Fargo Composite MLP Index is a float-adjusted, capitalization-weighted index of energy master limited partnerships (MLPs) with a market capitalization of at least $200 million at the time of inclusion.

Wells Fargo Capital Markets, LLC began publishing data on the Index on December 11, 2006.  The Index is calculated with a base level of 100 as of December 29, 1989, and is independently calculated by Standard and Poor’s as of December 31, 1999. The Index value is calculated on a price-return basis as well as on a total-return basis (i.e., with distributions on the constituent MLP units incorporated into the value of the Index). Real-time price quotes are available from major market data providers (such as Bloomberg and Reuters) for the price-return version of the Index under the ticker WMLP, and for the total return version under the ticker WCHWMLPT.

The Wells Fargo Composite MLP Index consists of 65 energy MLPs as of September 21, 2007, including 11 general partnerships (GPs), and is also subdivided into 10 subsectors. The index will be reviewed quarterly to include new energy MLPs with market capitalizations of at least $200 million and a trading history of at least 60 days and to remove any companies that no longer meet the inclusion criteria.

For more information about the Wells Fargo Composite MLP Index, its constituents and its past performance, click on the documents below.

MLP Index Constituents and Yield.xlsMLP Index Constituents and Yield111 KB
MLP Index History.xlsMLP Index History3176 KB
MLP Index Introduction.pdfMLP Index Introduction207 KB
MLP Index Methodology.pdfMLP Index Methodology129 KB



WHPS INFORMATION

The WHPSSMFinancial Index was created to benchmark the performance of the Preferred Market and is a member of the Wells Fargo Hybrid and Preferred Securities family of indices. Questions regarding the index may be directed to the contacts on the cover of the methodology manual.

The WHPSSM REIT Index was created to benchmark the performance of the REIT Preferred Market and is a member of the Wells Fargo Hybrid and Preferred Securities family of indices. Questions regarding the index may be directed to the contacts on the cover of the methodology manual.

Wells Fargo Hybrid and Preferred Securities REIT Index.pdfWells Fargo Hybrid and Preferred Securities REIT Index60 KB
Wells Fargo Hybrid and Preferred Securities Aggregate Index.pdfWells Fargo Hybrid and Preferred Securities Aggregate Index67 KB
Wells Fargo Hybrid and Preferred Securities Financial Index.pdfWells Fargo Hybrid and Preferred Securities Financial Index46 KB

 

HIGH YIELD BOND INFORMATION

The Wells Fargo High Yield Index is designed to track the performance of high yield bonds issued by issuers resident in the U.S. or foreign private issuers organized outside the U.S. but who issue high yield bonds payable in U.S. dollars. All securities in the index are registered with the U.S. Securities and Exchange Commission (the "SEC") under the Securities Act of 1933, as amended (the "Securities Act") and are actively traded in the U.S. market and reported through TRACE. The index is composed exclusively of bonds with below investment grade ratings and is comprised of bonds issued by the 50 largest issuers, in terms of market capitalization.

High Yield Bond Methodology.pdfHigh Yield Bond Methodology209 KB
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© Wells Fargo & Company. All rights reserved. Member FDIC Securities and Insurance Products not Insured by FDIC or any Federal Government Agency May lose value Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wells Fargo Securities, LLC ("WFS") is a U.S. broker-dealer registered with the U.S. Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. Wells Fargo Securities International Limited is a U.K. incorporated investment firm authorized and regulated by the Financial Conduct Authority.