• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.67% Nasdaq Up 1.47%

    Wells Fargo Advantage WB Equity (WBGIX)

    16.18 Up 0.15(0.94%) May 27
    Prev Close:16.03
    YTD Return*:3.99%
    Net Assets*:147.58M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for WBGIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Value I14.88N/A
    T. Rowe Price Blue Chip Growth10.50N/A
    Thornburg International Value I9.04N/A
    American Century Growth Instl7.45N/A
    Invesco Growth and Income R67.40N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:147.58M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:3.99%
    5y Avg Return:9.78%
    Rank in Category (ytd):35
    % Rank in Category (ytd):1.96%
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback