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 Dow Down 0.28% Nasdaq Down 0.17%

Wells Fargo Advantage WB Tactical Equity (WBGAX)

18.39 Down 0.05(0.27%) Jul 21
Prev Close:18.44
YTD Return*:3.58%
Net Assets*:432.95M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for WBGAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Value I16.23N/A
Thornburg International Value I8.88N/A
Eaton Vance Large-Cap Value I8.12N/A
Invesco Growth and Income R68.10N/A
T. Rowe Price Blue Chip Growth7.97N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:432.95M
Category:World Stock
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:3.58%
5y Avg Return:15.13%
Rank in Category (ytd):79
% Rank in Category (ytd):6.74%
Beta (3y):0.75
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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