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Wells Fargo Advantage WB Growth Balanced (WBGBX)

14.05 Up 0.02(0.14%) Apr 15
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Prev Close:14.03
YTD Return*:0.85%
Net Assets*:912.78M
Yield*:0.25%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for WBGBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Wells Fargo Advantage Government Sec I12.36N/A
Wfa Core Bond Portfolio11.42N/A
S+p 500 Future Mar14 Xcme 201403209.92N/A
MFS® Value I9.73N/A
Thornburg International Value I5.28N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:912.78M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:0.85%
5y Avg Return:16.07%
Rank in Category (ytd):87
% Rank in Category (ytd):9.43%
Beta (3y):1.42
Morningstar Risk Rating:5

Fund Summary

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
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