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    Wells Fargo Advantage Mod Balanced C (WFBCX)

    23.30 Up 0.05(0.22%) May 21
    Prev Close:23.25
    YTD Return*:1.99%
    Net Assets*:179.80M
    Yield*:0.99%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for WFBCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Us Long Bond(Cbt) Jun15 Xcbt 201506192.6117.02
    Euro Stoxx 50 Jun15 Xeur 201506192.60N/A
    Us 5yr Note (Cbt) Jun15 Xcbt 201506301.37N/A
    AAPL0.89N/A
    FHLMC CMO 7.5%0.89N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:179.8M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):1.90%

    Performance & Risk

    YTD Return:1.99%
    5y Avg Return:7.06%
    Rank in Category (ytd):58
    % Rank in Category (ytd):6.93%
    Beta (3y):0.78
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks total return, consisting of current income and capital appreciation. The fund seeks to achieve its investment objective by allocating up to 50% of its assets to equity securities and up to 70% of its assets to fixed income securities. The fund's "neutral" target allocation is as follows: 60% of the fund's total assets in fixed income securities; and 40% of the fund's total assets in equity securities. View More
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