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Wells Fargo Funds Trust - Wells Fargo Target 2030 Fund (WFDMX)

10.06 -0.17 (-1.66%)
At close: September 22 at 8:01 PM EDT
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DELL
  • Previous Close 10.23
  • YTD Return -13.11%
  • Expense Ratio 0.29%
  • Category Target-Date 2030
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 246.02M
  • Beta (5Y Monthly) 1.02
  • Yield 0.66%
  • 5y Average Return --
  • Holdings Turnover 96.00%
  • Last Dividend 0.12
  • 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 expecting to retire and/or begin gradually withdrawing funds around its target date of 2030.

Allspring Global Investments

Fund Family

Target-Date 2030

Fund Category

246.02M

Net Assets

2012-11-30

Inception Date

Performance Overview: WFDMX

Trailing returns as of 8/26/2022. Category is Target-Date 2030.

YTD Return

WFDMX
13.11%
Category
7.97%
 

1-Year Return

WFDMX
11.72%
Category
25.53%
 

3-Year Return

WFDMX
3.41%
Category
11.28%
 

5-Year Return

WFDMX
3.81%
Category
10.98%
 

Holdings: WFDMX

Sector Weightings

SectorWFDMX
Technology   18.80%
Healthcare   12.73%
Industrials   10.94%
Real Estate   6.21%
Energy   5.31%
Utilities   2.36%

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