2 / 5 Stars
3 2 1 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.02 percent over the past year, 10.23 percent over the past three years, 15.93 percent over the past five years, and 5.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.9%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||15.9%|
|10 Years (Annualized)||5.2%|
The investment seeks long-term total return, consisting of capital appreciation and current income. The fund normally invests up to 90% of its total assets in equity securities. It selects equity securities of companies of any size. The fund invests up to 30% of its total assets in corporate debt securities that are below investment-grade. For the debt portfolio, it invests principally in below investment-grade debt securities of corporate issuers. The fund may invest up to 25% of its total assets in foreign equity and debt securities. The target allocation ranges of its investments are 70% to 90% in equity securities and 10% to 30% in debt securities.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Diversified Capital Builder Fund has an expense ratio of 1.95 percent.
Risk is High compared to funds in the same category according to Morningstar.