2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#74 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 7.64 percent over the past year, 7.53 percent over the past three years, 2.25 percent over the past five years, and 5.97 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.1%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||2.3%|
|10 Years (Annualized)||6.0%|
The investment seeks a combination of capital appreciation and current income. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds ("underlying funds") to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by allocating up to 80% of its assets to stock funds, up to 50% of its assets to bond funds and up to 10% of its assets to alternative investment strategy funds. The Portfolio is a highly diversified investment, consisting of stock, bond and alternative investment strategy funds, with an emphasis on stocks.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage WB Growth Balanced Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.