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Wells Fargo Funds Trust - Wells Fargo Target 2040 Fund (STFRX)

12.62 -0.28 (-2.17%)
As of September 22 at 8:00 PM EDT. Market Open.

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Raymond James

Fund Summary

The fund is a fund of funds that invests in various master portfolios ("underlying funds"), which in turn, invest in a combination of securities to gain exposure to equity and fixed income asset classes. The adviser gradually reduces the fund's potential market risk exposures over time by generally re-allocating its assets among these asset classes, consistent with increasingly conservative strategic target allocations. The fund is primarily designed for investors expecting to retire and/or begin gradually withdrawing funds around its target date of 2040.

Fund Overview

Category Target-Date 2040
Fund Family Allspring Global Investments
Net Assets 257.35M
YTD Return -13.76%
Yield 1.48%
Morningstar Rating
Inception Date Nov 08, 1999

Performance & Risk

YTD Return -13.76%
5y Average Return 5.49%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

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