Dow Up 0.64% Nasdaq Up 0.68%

Wells Fargo Advantage DJ Target 2040 B (SLPBX)

18.72 Up 0.06(0.32%) Sep 18
Prev Close:18.66
YTD Return*:6.13%
Net Assets*:2.22B
Yield*:0.20%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for SLPBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL1.1230.61
AAL0.5060.79
XOM0.48-0.69
MSFT0.3622.77
IBM0.353.81

Fund Basics

Morningstar Overall Rating:
Total Assets:2.22B
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):1.68%

Performance & Risk

YTD Return:6.13%
5y Avg Return:11.49%
Rank in Category (ytd):67
% Rank in Category (ytd):28.76%
Beta (3y):1.45
Morningstar Risk Rating:3

Fund Summary

The investment seeks to approximate, before fees and expenses, the total return of the Dow Jones Target 2040 IndexSM. The fund invests at least 80% of the fund's total assets in equity, fixed income and money market securities designed to approximate the holdings and weightings of the securities in the Dow Jones Target 2040 IndexSM. As of February 28, 2014, the Dow Jones Target 2040 IndexSM included equity, fixed income and money market securities in the weights of 85%, 11% and 4%. View More
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