Nasdaq - Delayed Quote • USD
Wells Fargo Funds Trust - Wells Fargo Advantage Moderate Balanced Fund (WFBCX)
At close: April 3 at 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.21% |
| 5y Average Return | 4.11% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Feb 23, 2024) | 20.93% |
| Worst 1Y Total Return (Feb 23, 2024) | -- |
| Best 3Y Total Return | 20.93% |
| Worst 3Y Total Return | 0.57% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WFBCX
Category
- YTD
- -0.10%
- 5.91%
- 1-Month
- -0.10%
- 0.61%
- 3-Month
- 9.90%
- 4.02%
- 1-Year
- 5.72%
- 18.59%
- 3-Year
- 0.67%
- 8.56%
- 5-Year
- 4.14%
- 7.44%
- 10-Year
- 3.97%
- 6.20%
- Last Bull Market
- 15.49%
- 11.89%
- Last Bear Market
- -8.05%
- -8.23%
Annual Total Return (%) History
Year
WFBCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 2.77% | 2.14% | -2.53% | 7.46% |
| 2022 | -6.05% | -8.05% | -4.82% | 4.62% |
| 2021 | 2.02% | 3.34% | -0.61% | 2.64% |
| 2020 | -9.68% | 10.34% | 3.35% | 7.38% |
| 2019 | 6.95% | 2.72% | 0.69% | 3.00% |
| 2018 | -0.90% | 0.64% | 2.26% | -6.46% |
| 2017 | 2.96% | 1.90% | 2.08% | 2.21% |
| 2016 | 1.02% | 1.15% | 2.13% | -0.30% |
| 2015 | 2.12% | -0.87% | -3.01% | 1.69% |
| 2014 | 1.13% | 2.54% | -0.78% | 2.30% |
| 2013 | 4.83% | 0.24% | 4.02% | 3.75% |
| 2012 | 7.66% | -2.01% | 4.32% | 0.26% |
| 2011 | 3.51% | 0.68% | -8.81% | 5.11% |
| 2010 | 3.39% | -5.60% | 6.47% | 5.79% |
| 2009 | -4.27% | 10.72% | 10.20% | 3.53% |
| 2008 | -5.72% | -1.83% | -5.97% | -14.21% |
| 2007 | 1.18% | 2.90% | 2.36% | -1.24% |
| 2006 | 2.35% | -1.31% | 3.27% | 3.67% |
| 2005 | -1.52% | 1.17% | 1.99% | 1.21% |
| 2004 | -0.46% | -0.87% | 4.81% | -- |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 72 |
| 3-Month | 61 |
| 1-Year | 57 |
| 3-Year | 74 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 4.72% |
| 3-Year | 0.67% |
| 5-Year | 4.14% |
| 10-Year | 3.97% |
Performance & Risk
| YTD Return | 1.21% |
| 5y Average Return | 4.11% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Allspring Global Investments |
| Net Assets | 98.36M |
| YTD Return | -0.10% |
| Yield | 0.42% |
| Morningstar Rating | |
| Inception Date | Jul 31, 2018 |
Fund Summary
The fund seeks to achieve its investment objective by allocating up to 50% of its assets to equity securities and up to 70% of its assets to fixed income securities. Its "neutral" allocation is as follows: 60% of the fund's total assets in bond funds; and 40% of the fund's total assets in stock funds. The fund is a fund-of-funds that invests in various affiliated mutual funds employing a multi-asset, multi-style investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns.
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