• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 3.39% Nasdaq Down 4.12%

    Wells Fargo WealthBuilder Gr Bal Port WB (WBGBX)

    12.96 Down 0.43(3.21%) Jun 24
    Prev Close:13.39
    YTD Return*:1.84%
    Net Assets*:966.99M
    Yield*:0.45%

    * As of 31-May-16

    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 Core Bond A12.37N/A
    MFS Value I9.96N/A
    Wells Fargo Government Securities Inst9.78N/A
    PIMCO High Yield Instl7.07N/A
    Thornburg International Value I5.92N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:966.99M
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:1.84%
    5y Avg Return:4.66%
    Rank in Category (ytd):78
    % Rank in Category (ytd):8.24%
    Beta (3y):1.17
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback