3 / 5 Stars
4 4 1 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#53 in Aggressive Allocation
U.S. News evaluated 123 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 14.67 percent over the past year, 8.36 percent over the past three years, and 16.60 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation with a secondary emphasis on current income. The Portfolio is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds ("underlying funds") to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by allocating up to 90% of its assets to stock funds, up to 20% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The portfolio invests 80% of its total assets in stock funds; 10% of its total assets in bond funds; and 10% of its total assets in alternative-style funds.
Fees are Above Average compared to funds in the same category.
Wells Fargo Advantage WB Grow Allocation Fund has an expense ratio of 1.50 percent.
Risk is High compared to funds in the same category according to Morningstar.