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Wells Fargo Advantage WB Gr Allocation (WBGGX)

14.82 Up 0.09(0.61%) Oct 30
Prev Close:14.73
YTD Return*:1.17%
Net Assets*:408.57M
Yield*:0.01%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for WBGGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Value I11.53N/A
T. Rowe Price Blue Chip Growth6.89N/A
Thornburg International Value I6.88N/A
Invesco Growth and Income R65.85N/A
Oakmark I5.82N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:408.57M
Category:Aggressive Allocation
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:1.17%
5y Avg Return:10.37%
Rank in Category (ytd):95
% Rank in Category (ytd):22.41%
Beta (3y):1.53
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation with a secondary emphasis on 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 90% of its assets to stock funds, up to 20% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The portfolio invests 80% of its total assets in stock funds; 10% of its total assets in bond funds; and 10% of its total assets in alternative-style funds. View More
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