Send me a link:

*Text messaging rates may apply.

 Dow Down0.28% Nasdaq Down0.17%

Wells Fargo Advantage WB Growth Balanced (WBGBX)

14.58 Down 0.03(0.21%) Jul 21

Profile as of Jun 29, 2014Get Profile for:
Wells Fargo Advantage WB Growth Balanced
Wells Fargo Funds Trust525 Market StreetSan Francisco DE 94163
Phone: 800-222-8222
Fund Overview 
Category:Moderate Allocation
Fund Family:Wells Fargo Advantage
Net Assets:958.94M
Year-to-Date Return:3.68%
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
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 77 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 (Dec 29, 2013) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 17, 2014) : 117.00%
Average for Category:49.99%
Fees & Expenses 
ExpenseWBGBXCategory Avg
Annual Report Expense Ratio (net):1.50%0.93%
Prospectus Net Expense Ratio:2.18%N/A
Prospectus Gross Expense Ratio:2.22%N/A
Max 12b1 Fee:0.75%N/A
Max Front End Sales Load:1.50%5.27%
Max Deferred Sales Load: N/A2.51%
3 Yr Expense Projection*:830573
5 Yr Expense Projection*:1,318886
10 Yr Expense Projection*:2,6631,762
* Per $10,000 invested