Wells Fargo Advantage Diversified Income Builder Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.04 percent over the past year, 7.01 percent over the past three years, 13.07 percent over the past five years, and 4.33 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 8.0%
3 Years (Annualized) 7.0%
5 Years (Annualized) 13.1%
10 Years (Annualized) 4.3%

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Summary

The investment seeks long-term total return, consisting of current income and capital appreciation. The fund invests at least 80% of the fund's total assets in a diversified portfolio of U.S. and non-U.S. income-producing securities of any quality, including dividend-paying common and preferred stocks, convertible bonds, corporate bonds and derivatives. It invests principally in below investment-grade debt securities of corporate issuers. The fund invests up to 30% of its assets in equity securities, including common and preferred stocks. The target allocation ranges for its investments are 70% to 90% in debt securities and 10% to 30% in equity securities.

Fees

Fees are Above Average compared to funds in the same category.
Wells Fargo Advantage Diversified Income Builder Fund has an expense ratio of 1.83 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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