Nasdaq - Delayed Quote • USD
Wells Fargo Funds Trust - Wells Fargo Advantage Moderate Balanced Fund (WFBCX)
At close: April 3 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WFBCX | Category Average | WFBCX | Category Average | WFBCX | Category Average | |
| Alpha | -1.76 | -0.01 | -1.12 | -0.01 | -0.82 | -0 |
| BETA | 0.75 | 0.01 | 0.75 | 0.01 | 0.75 | 0.01 |
| Mean Annual Return | 0.09 | 0.01 | 0.38 | 0.01 | 0.35 | 0.01 |
| R-squared | 97.1 | 0.92 | 96.72 | 0.91 | 96.04 | 0.91 |
| Standard Deviation | 9.45 | 0.1 | 9.47 | 0.08 | 7.62 | 0.07 |
| Sharpe Ratio | -0.16 | 0.01 | 0.26 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -2.64 | 0.09 | 2.77 | 0.08 | 3.42 | 0.07 |
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