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    Wells Fargo Advantage WB Equity (WBGIX)

    15.00 Up 0.02(0.13%) Aug 28
    Prev Close:14.98
    YTD Return*:4.45%
    Net Assets*:149.18M

    * As of 31-Jul-15

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


    • No Headlines available for WBGIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Value I14.96N/A
    T. Rowe Price Blue Chip Growth10.50N/A
    Thornburg International Value I8.88N/A
    American Century Growth Instl7.49N/A
    Invesco Growth and Income R67.48N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:149.18M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:4.45%
    5y Avg Return:11.42%
    Rank in Category (ytd):79
    % Rank in Category (ytd):4.6%
    Beta (3y):0.96
    Morningstar Risk Rating:2

    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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