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    Wells Fargo Advantage WB Mod Balanced (WBBBX)

    12.20 Up 0.01(0.08%) Jun 1

    Profile as of Apr 29, 2015Get Profile for:
    Wells Fargo Advantage WB Mod Balanced
    Wells Fargo Funds Trust525 Market Street, 12th FloorSan Francisco CA 94163
    Map
    Phone: 800-222-8222
    Fund Overview 
    Category:Conservative Allocation
    Fund Family:Wells Fargo Advantage
    Net Assets:889.04M
    Year-to-Date Return:2.44%
    Yield:0.52%
    Morningstar Rating:2 stars
    Fund Inception Date:Sep 30, 2004
    Morningstar Style Box 
    Conservative Allocation
    [View Category Definition]
    View Top Conservative Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Kandarp R. Acharya
    Lead Manager since Sep 30, 2013
    Mr. Acharya joined Wells Capital Management in 2013, where he currently serves as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Acharya led the Advanced Analytics and Quantitative Research Group at Wells Fargo Wealth Management, where he also led the development and implementation of quantitative tactical allocation models as a member of the firm’s Asset Allocation Committee.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    WBBBX can be purchased from 76 brokerages.

    Fund Summary 
    The investment seeks a combination of current income and capital appreciation. The Portfolio is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds ("underlying funds") to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by allocating up to 50% of its assets to stock funds, up to 60% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The portfolio invests 40% of its total assets in stock funds; 50% of its total assets in bond funds; and 10% of its total assets in alternative-style funds.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 8, 2014) : 0.00
    Annual Holdings Turnover (May 28, 2015) : 110.00%
    Average for Category:41.60%
    Fees & Expenses 
    ExpenseWBBBXCategory Avg
    Annual Report Expense Ratio (net):1.50%0.80%
    Prospectus Net Expense Ratio:2.10%N/A
    Prospectus Gross Expense Ratio:2.14%N/A
    Max 12b1 Fee:0.75%N/A
    Max Front End Sales Load:1.50%4.85%
    Max Deferred Sales Load: N/A2.24%
    3 Yr Expense Projection*:806574
    5 Yr Expense Projection*:1,278921
    10 Yr Expense Projection*:2,5821,841
    * Per $10,000 invested