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Wells Fargo Funds Trust - Wells Fargo Target 2020 Fund (WFOBX)

10.58 -0.11 (-1.03%)
At close: September 22 at 8:01 PM EDT
Key Events
Loading Chart for WFOBX
DELL
  • Previous Close 10.69
  • YTD Return -10.85%
  • Expense Ratio 0.49%
  • Category Target-Date 2020
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 153.97M
  • Beta (5Y Monthly) 0.76
  • Yield 2.06%
  • 5y Average Return --
  • Holdings Turnover 100.00%
  • Last Dividend 0.29
  • Inception Date Nov 8, 1999

The fund is a fund of funds that invests in various master portfolios ("underlying funds"), which in turn, invest in a combination of securities to gain exposure to equity and fixed income asset classes. The adviser gradually reduces the fund's potential market risk exposures over time by generally re-allocating its assets among these asset classes, consistent with increasingly conservative strategic target allocations. The fund is primarily designed for investors expecting to retire and/or begin gradually withdrawing funds around its target date of 2020.

Allspring Global Investments

Fund Family

Target-Date 2020

Fund Category

153.97M

Net Assets

1999-11-08

Inception Date

Performance Overview: WFOBX

Trailing returns as of 8/26/2022. Category is Target-Date 2020.

YTD Return

WFOBX
10.85%
Category
5.78%
 

1-Year Return

WFOBX
9.55%
Category
18.91%
 

3-Year Return

WFOBX
3.06%
Category
9.48%
 

5-Year Return

WFOBX
4.01%
Category
8.82%
 

Holdings: WFOBX

Sector Weightings

SectorWFOBX
Technology   17.62%
Real Estate   12.59%
Healthcare   12.33%
Industrials   10.12%
Energy   4.58%
Utilities   2.63%

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