3 / 5 Stars
1 1 4 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#85 in Conservative Allocation
U.S. News evaluated 178 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 10.38 percent over the past year, 6.78 percent over the past three years, and 9.30 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||9.3%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||9.3%|
|10 Years (Annualized)||N/A|
The investment seeks a combination of current income and capital appreciation. 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 50% of its assets to stock funds, up to 60% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The portfolio invests 40% of its total assets in stock funds; 50% 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 Moderate Balanced Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.