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    Wells Fargo Advantage WB Growth Balanced (WBGBX)

    13.87 Up 0.05(0.36%) Oct 8

    Profile as of Sep 29, 2015Get Profile for:
    Wells Fargo Advantage WB Growth Balanced
    Wells Fargo Funds Trust525 Market Street, 12th FloorSan Francisco CA 94163
    Phone: 800-222-8222
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Wells Fargo Advantage
    Net Assets:959.99M
    Year-to-Date Return:-3.86%
    Morningstar Rating:2 stars
    Fund Inception Date:Oct 1, 1997
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Christian L. Chan
    Lead Manager since Sep 30, 2013
    Mr. Chan joined Wells Capital Management in 2013, where he currently serves as a Portfolio Manager. Prior to joining Wells Capital Management, Chan has served as a member of Wells Fargo Funds Management's asset allocation team and investment team since 2002. Previously, he served as a director in the Investments Department at mPower Advisors, LLC from 1999 to 2001. He has more than 9 years of investment experience. Chan holds the Chartered Financial Analyst designation.
    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
    WBGBX can be purchased from 79 brokerages.

    Fund Summary 
    The investment seeks a combination of capital appreciation and current income. 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 70% of its assets to stock funds, up to 40% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The Portfolio invests 60% of its total assets in stock funds; 30% 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 (Oct 6, 2015) : 89.00%
    Average for Category:41.18%
    Fees & Expenses 
    ExpenseWBGBXCategory Avg
    Annual Report Expense Ratio (net):1.50%0.89%
    Prospectus Net Expense Ratio:2.17%N/A
    Prospectus Gross Expense Ratio:2.17%N/A
    Max 12b1 Fee:0.75%N/A
    Max Front End Sales Load:1.50%5.22%
    Max Deferred Sales Load: N/A2.26%
    3 Yr Expense Projection*:820566
    5 Yr Expense Projection*:1,298879
    10 Yr Expense Projection*:2,6161,746
    * Per $10,000 invested