Wells Fargo Advantage WB Growth Balanced (WBGBX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for WBGBX at this time.
|Symbol||% Assets||YTD Return %|
|Wells Fargo Advantage Government Sec I||12.36||N/A|
|Wfa Core Bond Portfolio||11.42||N/A|
|S+p 500 Future Mar14 Xcme 20140320||9.92||N/A|
|MFSÂ® Value I||9.73||N/A|
|Thornburg International Value I||5.28||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||16.07%|
|Rank in Category (ytd):||87|
|% Rank in Category (ytd):||9.43%|
|Morningstar Risk Rating:||5|
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