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    Wells Fargo Growth Balanced A (WFGBX)

    39.30 Down 0.05(0.13%) May 23
    Prev Close:39.30
    YTD Return*:1.15%
    Net Assets*:255.87M
    Yield*:0.84%

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for WFGBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Us 10yr Note (Cbt)jun16 Xcbt 201606215.17N/A
    AAPL1.21N/A
    FB1.05N/A
    GOOGL0.97N/A
    XOM0.83N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:255.87M
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:1.15%
    5y Avg Return:6.88%
    Rank in Category (ytd):77
    % Rank in Category (ytd):8.07%
    Beta (3y):1.12
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks total return, consisting of capital appreciation and current income. The fund seeks to achieve its investment objective by allocating up to 75% of its assets to equity securities and up to 45% of its assets to fixed income securities. Its "neutral" target allocation is as follows: 65% of the fund's total assets in equity securities; and 35% of the fund's total assets in fixed income securities. View More
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