Nasdaq - Delayed Quote USD

Wells Fargo Funds Trust - Wells Fargo Growth Balanced Fund (WFGBX)

46.82 +0.09 (+0.19%)
At close: April 3 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.54%
5y Average Return 6.98%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (Feb 23, 2024) 28.66%
Worst 1Y Total Return (Feb 23, 2024) --
Best 3Y Total Return 28.66%
Worst 3Y Total Return 2.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WFGBX
Category
YTD
-0.04%
9.69%
1-Month
-0.04%
0.91%
3-Month
12.66%
5.21%
1-Year
8.41%
27.06%
3-Year
3.05%
11.00%
5-Year
6.85%
10.26%
10-Year
6.34%
8.34%
Last Bull Market
25.90%
15.58%
Last Bear Market
-10.94%
-12.16%

Annual Total Return (%) History

Year
WFGBX
Category
2023
14.28%
--
2022
-15.94%
--
2021
13.44%
--
2020
13.47%
11.72%
2019
19.67%
19.23%
2018
-6.71%
-5.76%
2017
15.39%
13.21%
2016
5.93%
7.34%

2015
0.25%
-1.93%
2014
7.14%
6.21%
2013
24.00%
16.48%
2012
14.41%
11.72%
2011
-2.07%
-0.11%
2010
13.56%
11.83%
2009
28.66%
24.13%
2008
-35.11%
-28.00%
2007
6.32%
5.99%
2006
12.15%
11.29%
2005
4.53%
5.13%
2004
7.81%
8.86%
2003
23.23%
20.35%
2002
-15.92%
-12.02%
2001
-3.16%
-5.05%
2000
7.59%
1.82%
1999
12.12%
10.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 4.10% 3.61% -3.18% 9.43%
2022 -6.42% -10.94% -6.15% 7.47%
2021 4.14% 4.89% -0.62% 4.50%
2020 -14.98% 14.41% 4.80% 11.32%
2019 9.16% 3.56% 0.57% 5.27%
2018 -0.62% 0.60% 3.47% -9.82%
2017 4.63% 2.93% 3.35% 3.67%
2016 0.46% 1.22% 3.49% 0.66%
2015 2.72% -0.44% -5.06% 3.26%
2014 1.16% 3.51% -0.98% 3.33%

2013 7.69% 1.64% 6.54% 6.34%
2012 11.93% -3.89% 5.93% 0.40%
2011 5.25% 0.48% -14.47% 8.26%
2010 4.21% -9.92% 10.50% 9.48%
2009 -7.01% 15.39% 14.10% 5.08%
2008 -8.75% -2.24% -8.23% -20.73%
2007 1.27% 5.04% 2.81% -2.78%
2006 4.21% -2.04% 3.97% 5.66%
2005 -2.14% 1.11% 3.70% 1.87%
2004 1.64% 0.35% -1.93% 7.78%
2003 -3.73% 12.64% 3.33% 9.98%
2002 0.59% -6.10% -15.64% 5.53%
2001 -7.05% 5.04% -9.15% 9.19%
2000 4.93% -0.29% 1.10% 1.72%
1999 2.27% 4.88% -3.77% 8.62%

Rank in Category (By Total Return)

YTD 70
1-Month 70
3-Month 26
1-Year 53
3-Year 61
5-Year 51

Load Adjusted Returns

1-Year 2.18%
3-Year 1.04%
5-Year 5.59%
10-Year 5.71%

Performance & Risk

YTD Return 2.54%
5y Average Return 6.98%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Allspring Global Investments
Net Assets 185.08M
YTD Return -0.04%
Yield 0.06%
Morningstar Rating
Inception Date Oct 14, 1998

Fund Summary

The fund seeks to achieve its investment objective by allocating up to 75% of its assets to equity securities and up to 45% of its assets to fixed income securities. Its "neutral" allocation is as follows: 65% of the fund's total assets in stock funds; and 35% of the fund's total assets in bond 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.

Related Tickers

BPTUX Baron Partners R6
142.91
+4.29%
 
BPTIX Baron Partners Institutional
142.94
+4.29%
 
BPTRX Baron Partners Retail
137.17
+4.29%
 
NEEGX Needham Growth Retail
65.02
0.00%
 
FSPTX Fidelity Select Technology
30.35
0.00%
 
MMECX Victory Integrity Discovery Fund
23.73
0.00%
 
MMEAX Victory Integrity Discovery Fund
39.11
0.00%
 
MMMMX Victory Integrity Discovery Fund
39.22
0.00%
 
CMTFX Columbia Global Technology Growth Inst
76.15
0.00%
 
CTYRX Columbia Global Technology Growth Adv
77.33
0.00%
 
CGTUX Columbia Global Technology Growth Inst3
78.41
0.00%
 
CTCAX Columbia Global Technology Growth A
72.10
0.00%
 
CTHRX Columbia Global Technology Growth Inst2
78.04
0.00%
 
SSYGX BNY Mellon Small Cap Gr Y
34.55
0.00%
 
DADGX Dunham Small Cap Growth A
15.90
0.00%
 
OSCYX Invesco Main Street Small Cap Y
21.35
0.00%
 
DNDGX Dunham Small Cap Growth N
17.35
0.00%
 
OSSIX Invesco Main Street Small Cap R6
21.44
0.00%
 
OSCAX Invesco Main Street Small Cap A
21.07
0.00%
 
OSCNX Invesco Main Street Small Cap R
20.50
0.00%
 
OSCCX Invesco Main Street Small Cap C
19.34
0.00%
 
SIVIX State Street Instl Small-Cap Equity Inv
17.28
0.00%
 
VFMFX Vanguard US Multifactor Admiral
39.31
0.00%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
52.65
+1.45%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
42.12
+1.45%
 
BDAFX Baron Durable Advantage Retail
24.07
0.00%
 
RGLDX American Funds Global Insight Fund
22.10
0.00%
 
AGVFX American Funds Global Insight A
22.14
0.00%
 
BDAIX Baron Durable Advantage Institutional
24.41
+0.04%
 
AASMX Thrivent Small Cap Stock A
21.96
0.00%
 
AGVDX American Funds Global Insight C
21.96
0.00%
 
CGVBX American Funds Global Insight 529-C
21.98
0.00%
 
CGVEX American Funds Global Insight 529-E
22.13
0.00%
 
CGVHX American Funds Global Insight 529-F-3
22.16
0.00%
 
RGLAX American Funds Global Insight Fund
22.16
0.00%
 
RGLHX American Funds Global Insight Fund
22.19
0.00%
 
RGLGX American Funds Global Insight Fund
22.24
0.00%
 
MRLSX AMG Renaissance Large Cap Growth I
18.02
0.00%
 
MISMX Matthews Emerging Markets Small Companies Fund
25.15
+1.33%
 
MSMLX Matthews EM Sm Coms Inv
25.17
+1.33%
 
MRLIX AMG Renaissance Large Cap Growth Z
17.66
0.00%
 
MRLTX AMG Renaissance Large Cap Growth N
17.76
0.00%
 
FITLX Fidelity U.S. Sustainability Index
22.73
0.00%
 
CMJAX Calvert US Mid Cap Core Rspnb Idx A
37.99
0.00%
 
FSKAX Fidelity Total Market Index
139.42
0.00%
 
JDEAX JPMorgan US Research Enhanced Equity A
39.11
0.00%
 
CMCRX Calvert US Mid Cap Core Rspnb Idx R6
38.32
0.00%
 
CMJIX Calvert US Mid Cap Core Rspnb Idx I
38.38
0.00%
 
OLVAX JPMorgan Large Cap Value A
20.11
0.00%
 
TPWCX TIAA-CREF Funds - TIAA-CREF Social Choice Low Carbon Equity Fund
21.00
0.00%
 
JDEUX JPMorgan US Research Enhanced Equity R6
39.59
0.00%
 
JDESX JPMorgan US Research Enhanced Equity I
39.65
0.00%
 
THGCX Thornburg International Equity Fund
21.85
0.00%
 
WMLIX Wilmington Large-Cap Strategy Instl
29.20
0.00%
 
JORNX Janus Henderson Global Select T
18.75
0.00%
 
OLVTX JPMorgan Large Cap Value R3
19.59
0.00%
 
HLQVX JPMorgan Large Cap Value I
19.65
0.00%
 
JORAX Janus Henderson Global Select A
18.85
0.00%
 
SPINX SEI S&P 500 Index A (SIIT)
21.35
0.00%
 
TGVAX Thornburg International Equity Fund
25.50
0.00%
 
JLVMX JPMorgan Large Cap Value R6
19.75
0.00%
 
OLVCX JPMorgan Large Cap Value C
18.99
0.00%
 
JLVZX JPMorgan Large Cap Value R2
19.88
0.00%
 
NSRKX Northern Global Sustainability Index Fund
21.57
0.00%
 
JLVRX JPMorgan Large Cap Value R5
19.92
0.00%
 
PDSIX PGIM Quant Solutions Large-Cap Index I
39.26
0.00%
 
OLVRX JPMorgan Large Cap Value R4
20.13
0.00%
 
NSGAX Columbia Select Large Cap Equity Fund
20.13
0.00%
 
THVRX Thornburg International Equity Fund
25.22
0.00%
 
FXAIX Fidelity 500 Index Fund
176.17
+0.02%
 
PSICX PGIM Quant Solutions Large-Cap Index C
37.95
0.00%
 
TGVRX Thornburg International Equity Fund
25.46
0.00%
 
UNAVX USA Mutuals All Seasons Institutional
26.59
0.00%
 
BESIX William Blair Emerg Mkts Sm Cp Gr I
20.67
+1.17%
 
MBXIX Catalyst/Millburn Hedge Strategy I
39.69
+1.17%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.73
+1.17%
 
MBXFX Catalyst/Millburn Hedge Strategy C-1
38.03
+1.17%
 
MBXCX Catalyst/Millburn Hedge Strategy C
38.29
+1.16%
 
MBXAX Catalyst/Millburn Hedge Strategy A
39.39
+1.16%
 
JDMNX Janus Henderson Enterprise N
138.45
0.00%
 
JAENX Janus Henderson Enterprise T
134.32
0.00%
 
JDMAX Janus Henderson Enterprise A
129.08
0.00%
 
JMGRX Janus Henderson Enterprise I
137.29
0.00%
 
JGRTX Janus Henderson Enterprise S
127.65
0.00%
 
JDMRX Janus Henderson Enterprise R
119.80
0.00%
 
JGRCX Janus Henderson Enterprise C
109.24
0.00%
 
WESNX William Blair Emerg Mkts Sm Cp Gr N
20.34
+1.14%
 
FPBFX Fidelity Pacific Basin Fund
29.23
+1.14%
 
CNPSX Consumer Staples UltraSector ProFund Svc
62.28
+1.14%
 
CNPIX Consumer Staples UltraSector ProFund Inv
71.67
+1.13%
 
SSSFX SouthernSun Small Cap, N
26.93
0.00%
 
SSSIX SouthernSun Small Cap, I
27.94
0.00%
 
SRFMX Sarofim Equity
15.28
0.00%
 
CVMIX Calvert Emerging Markets Equity I
16.51
+1.04%
 
CVMCX Calvert Emerging Markets Equity C
15.74
+1.03%
 
CVMAX Calvert Emerging Markets Equity A
16.36
+0.99%
 
CVMRX Calvert Emerging Markets Equity R6
16.45
+0.98%
 
VYCBX Voya Corporate Leaders 100 C
22.78
0.00%
 
GCPNX Gateway Equity Call Premium N
17.70
0.00%
 
EAFVX Eaton Vance Focused Value Opps A
19.94
+0.96%