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    Wells Fargo WealthBuilder Mod Bal WB (WBBBX)

    11.74 Up 0.02(0.17%) Aug 23

    Holdings as of Jun 29, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:9.43
    Stocks:39.17
    Bonds:48.61
    Other:1.26
    Top 10 Holdings (81.08% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Wells Fargo Core Bond AN/A18.85N/A
    Wells Fargo Short Duration Govt Bd R6N/A11.52N/A
    Wells Fargo Government Securities InstN/A11.38N/A
    PIMCO High Yield InstlN/A9.16N/A
    Us 10yr Note (Cbt)sep16 Xcbt 20160921N/A8.31N/A
    MFS Value IN/A6.58N/A
    Oppenheimer International Bond IN/A4.83N/A
    Thornburg International Value IN/A3.76N/A
    T. Rowe Price Blue Chip GrowthN/A3.44N/A
    Invesco Growth and Income R6N/A3.25N/A
    Equity Holdings 
    AveragesWBBBXCategory Avg
    Price/Earnings17.3917.61
    Price/Book1.922.15
    Price/Sales1.421.55
    Price/Cashflow7.298.13
    Median Market Cap26.22K47.41K
    3 Year Earnings Growth12.46%11.44%
    Sector Weightings (%)  
    Sector WBBBXCategory Avg
    Basic Materials
     
    4.054.61
    Consumer Cyclical
     
    13.2710.63
    Financial Services
     
    17.6414.78
    Realestate
     
    5.615.82
    Consumer Defensive
     
    8.388.62
    Healthcare
     
    12.7912.75
    Utilities
     
    1.174.35
    Communication Services
     
    3.784.17
    Energy
     
    4.908.31
    Industrials
     
    12.6311.52
    Technology
     
    15.8114.44
    Bond Ratings (%)  
    SectorWBBBXCategory Avg
    US GOVERNMENTN/AN/A
    AAA78.8040.59
    AA4.137.40
    A4.3712.53
    BBB8.7913.73
    BB2.128.04
    B0.557.47
    BELOW B0.013.00
    OTHER1.237.26
    Bond Holdings 
    AveragesWBBBXCategory Avg
    Maturity5.656.67
    Duration4.094.58
    Credit QualityNaNBelowB