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Wells Fargo Diversified Cap Bldr C (EKBCX)

9.23 Up 0.07(0.76%) May 27
Prev Close:9.16
YTD Return*:5.85%
Net Assets*:592.85M
Yield*:0.26%

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for EKBCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FEIC3.54N/A
CPGX3.10N/A
Tronox Worldwide 6.375%2.94N/A
JAH2.84N/A
CMS2.55N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:592.85M
Category:Allocation--70% to 85% Equity
Annual Report Expense Ratio (net):1.94%

Performance & Risk

YTD Return:5.85%
5y Avg Return:6.83%
Rank in Category (ytd):3
% Rank in Category (ytd):0.61%
Beta (3y):1.33
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term total return, consisting of capital appreciation and current income. The fund normally invests up to 90% of its total assets in equity securities. It selects equity securities of companies of any size. The fund invests up to 30% of its total assets in corporate debt securities that are below investment-grade. For the debt portfolio, it invests principally in below investment-grade debt securities of corporate issuers. The fund may invest up to 25% of its total assets in foreign equity and debt securities. The target allocation ranges of its investments are 70% to 90% in equity securities and 10% to 30% in debt securities. View More
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