4 / 5 Stars
5 5 3 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#2 in Aggressive Allocation
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 19.03 percent over the past year, 14.41 percent over the past three years, 15.79 percent over the past five years, and 6.89 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.7%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||6.9%|
The investment seeks long-term total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets in equity and fixed income securities designed to replicate the holdings and weightings of the securities comprising the S&P 500 Index and Barclays 20+ Treasury Index. The fund seeks to achieve its investment objective by allocating up to 75% of its assets in equity securities and up to 55% of its assets in fixed income securities.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Index Asset Allocation Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.