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Wells Fargo Funds Trust - Wells Fargo Target 2015 Fund (WFBRX)

6.19 -0.05 (-0.80%)
At close: September 22 at 8:01 PM EDT
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DELL
  • Previous Close 6.24
  • YTD Return -11.55%
  • Expense Ratio 0.60%
  • Category Target-Date 2015
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 30.53M
  • Beta (5Y Monthly) 0.69
  • Yield 1.38%
  • 5y Average Return --
  • Holdings Turnover 103.00%
  • Last Dividend 0.04
  • Inception Date Nov 30, 2012

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 who retired and/or began to gradually withdraw funds around its target date of 2015.

Allspring Global Investments

Fund Family

Target-Date 2015

Fund Category

30.53M

Net Assets

2012-11-30

Inception Date

Performance Overview: WFBRX

Trailing returns as of 8/26/2022. Category is Target-Date 2015.

YTD Return

WFBRX
11.55%
Category
5.24%
 

1-Year Return

WFBRX
10.74%
Category
17.09%
 

3-Year Return

WFBRX
1.93%
Category
9.13%
 

5-Year Return

WFBRX
2.92%
Category
8.26%
 

Holdings: WFBRX

Sector Weightings

SectorWFBRX
Technology   17.57%
Healthcare   12.60%
Real Estate   12.50%
Industrials   10.10%
Energy   4.36%
Utilities   2.91%

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