Wells Fargo Advantage Mod Balanced C (WFBCX)
21.25 0.10(0.47%) May 17
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for WFBCX at this time.
|Symbol||% Assets||YTD Return %|
|S+p 500 Index Futures Mar13 Xiom||10.31||-18.61|
|30yr Us Treasury Bond Future Mar13 Xcbt||9.93||N/A|
|5yr Us Treasury Note Futures Mar13 Xcbt||1.06||N/A|
|FHLMC CMO 7.5%||0.93||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.90%|
Performance & Risk
|5y Avg Return:||3.49%|
|Rank in Category (ytd):||9|
|% Rank in Category (ytd):||1.14%|
|Morningstar Risk Rating:||4|
The investment seeks total return, consisting of current income and capital appreciation.
The fund is a gateway fund that uses a "multi-style" investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns. Its "neutral" target allocation is 60% of the fund's total assets in fixed income securities and 40% of the fund's total assets in equity securities, which is consistent with the strategy of the fund to produce more stable, less volatile returns in most investment environments. View More