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    Wells Fargo WealthBuilder Eq Port WB (WBGIX)

    15.03 Down 0.13(0.86%) Apr 28
    Prev Close:15.03
    YTD Return*:-2.06%
    Net Assets*:132.64M

    * As of 31-Mar-16

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


    • No Headlines available for WBGIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS Value I15.04N/A
    T. Rowe Price Blue Chip Growth10.37N/A
    Thornburg International Value I8.88N/A
    Invesco Growth and Income R67.52N/A
    Oakmark I7.51N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:132.64M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-2.06%
    5y Avg Return:5.46%
    Rank in Category (ytd):48
    % Rank in Category (ytd):2.75%
    Beta (3y):1.03
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation with no emphasis on 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 investing at least 80% of the Portfolio's net assets in equity securities (through investments in underlying funds). The Portfolio is a diversified equity investment that consists of underlying funds that employ different and complementary investment styles to provide potential for growth. View More
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