3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 187 Conservative 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 11.90 percent over the past year, 7.52 percent over the past three years, 10.20 percent over the past five years, and 4.58 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.7%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||10.2%|
|10 Years (Annualized)||4.6%|
The investment seeks total return, consisting of current income and capital appreciation. The fund seeks to achieve its investment objective by allocating up to 50% of its assets to equity securities and up to 70% of its assets to fixed income securities. The fund's "neutral" target allocation is as follows: 60% of the fund's total assets in fixed income securities; and 40% of the fund's total assets in equity securities.
Fees are High compared to funds in the same category.
Wells Fargo Advantage Moderate Balanced Fund has an expense ratio of 1.90 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.