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    Wells Fargo WealthBuilder Eq Port WB (WBGIX)

    15.15 Up 0.05(0.33%) May 27
    Prev Close:15.10
    YTD Return*:-0.66%
    Net Assets*:133.24M

    * As of 30-Apr-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 I15.02N/A
    T. Rowe Price Blue Chip Growth10.44N/A
    Thornburg International Value I8.80N/A
    American Century Growth Instl7.55N/A
    Oakmark I7.54N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:133.24M
    Category:Allocation--85%+ Equity
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-0.66%
    5y Avg Return:5.07%
    Rank in Category (ytd):91
    % Rank in Category (ytd):47.4%
    Beta (3y):1.62
    Morningstar Risk Rating:5

    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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