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    Wells Fargo WB Tact Eq Port WB (WBGAX)

    15.99 Up 0.29(1.85%) Feb 12
    Prev Close:15.70
    YTD Return*:-6.87%
    Net Assets*:403.15M

    * As of 31-Jan-16

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


    • No Headlines available for WBGAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS Value I16.29N/A
    Thornburg International Value I9.84N/A
    T. Rowe Price Blue Chip Growth9.55N/A
    Invesco Growth and Income R68.14N/A
    Oakmark I8.13N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:403.15M
    Category:World Stock
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-6.87%
    5y Avg Return:5.29%
    Rank in Category (ytd):71
    % Rank in Category (ytd):5.36%
    Beta (3y):0.78
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation with no emphasis on income. The Portfolio is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by investing at least 80% of the Portfolio's net assets in equity securities. The Portfolio is a diversified equity investment that consists of underlying funds that employ different and complementary investment styles to provide potential for growth. The fund may invest up to 10% of the Portfolio's net assets in bond or alternative-style asset classes. View More
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