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    Wells Fargo Advantage WB Cons Allocation (WBCAX)

    10.83 Up 0.01(0.09%) Feb 27
    Prev Close:10.82
    YTD Return*:0.47%
    Net Assets*:547.40M
    Yield*:0.41%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for WBCAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Wfa Core Bond Portfolio24.31N/A
    Wells Fargo Advantage Government Sec I18.72N/A
    Wells Fargo Advantage Sh Dur Govt Bd I18.70N/A
    PIMCO High Yield Instl8.43N/A
    Oppenheimer International Bond Y4.66N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:547.4M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:0.47%
    5y Avg Return:4.52%
    Rank in Category (ytd):35
    % Rank in Category (ytd):4.48%
    Beta (3y):0.51
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks current income with a secondary emphasis on capital appreciation. 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 25% of its assets to stock funds, up to 85% of its assets to bond funds and up to 10% of its assets to alternative investment strategy funds. The portfolio invests 20% of its total assets in stock funds; 75% of its total assets in bond funds; and 5% of its total assets in alternative-style funds. View More
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