Nasdaq - Delayed Quote • USD
Wells Fargo Funds Trust - Wells Fargo Target 2040 Fund (WFLWX)
At close: September 22 at 8:01 PM EDT
Fund Summary
The fund is a fund of funds that invests in various master portfolios ("underlying funds"), which in turn, invest in a combination of securities to gain exposure to equity and fixed income asset classes. The adviser gradually reduces the fund's potential market risk exposures over time by generally re-allocating its assets among these asset classes, consistent with increasingly conservative strategic target allocations. The fund is primarily designed for investors expecting to retire and/or begin gradually withdrawing funds around its target date of 2040.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.68% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -13.72% |
| 5y Average Return | 5.60% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.26 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WFLWX | Category Average | WFLWX | Category Average | WFLWX | Category Average | |
| Alpha | -0.37 | -0.01 | -0.69 | -0.01 | -0.51 | -0.01 |
| BETA | 1.26 | 0.01 | 1.27 | 0.01 | 1.3 | 0.01 |
| Mean Annual Return | 0.56 | 0.01 | 0.55 | 0.01 | 0.68 | 0.01 |
| R-squared | 98.62 | 0.98 | 98.48 | 0.98 | 98 | 0.97 |
| Standard Deviation | 15.53 | 0.15 | 13.6 | 0.13 | 11.25 | 0.12 |
| Sharpe Ratio | 1.75 | 0.01 | 2.04 | 0.01 | 2.78 | 0.01 |
| Treynor Ratio | 4.07 | 0.09 | 3.74 | 0.09 | 5.54 | 0.07 |
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