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    Wells Fargo WealthBuilder Gr Bal Port WB (WBGBX)

    13.07 Down 0.07(0.53%) May 4
    Prev Close:13.14
    YTD Return*:-0.08%
    Net Assets*:964.48M

    * As of 31-Mar-16

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


    • No Headlines available for WBGBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Wells Fargo Core Bond A12.05N/A
    Wells Fargo Government Securities Inst10.56N/A
    MFS Value I9.72N/A
    Us 10yr Note (Cbt)jun16 Xcbt 201606217.97N/A
    PIMCO High Yield Instl6.90N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:964.48M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-0.08%
    5y Avg Return:4.46%
    Rank in Category (ytd):83
    % Rank in Category (ytd):8.39%
    Beta (3y):1.15
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks a combination of capital appreciation and current income. 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 70% of its assets to stock funds, up to 40% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The Portfolio invests 60% of its total assets in stock funds; 30% of its total assets in bond funds; and 10% of its total assets in alternative-style funds. View More
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