3 / 5 Stars
3 3 5 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 481 Large Blend 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 23.90 percent over the past year, 15.95 percent over the past three years, 18.21 percent over the past five years, and 7.22 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.8%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||7.2%|
The investment seeks to replicate the total rate of return of the S&P 500® Index, before fees and expenses. The fund invests at least 80% of its net assets in a diversified portfolio of equity securities designed to replicate the holdings and weightings of the stocks comprising the S&P 500® Index. It is a gateway fund that invests substantially all of its assets in the index Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
Fees are Average compared to funds in the same category.
Wells Fargo Advantage Index Fund has an expense ratio of 0.56 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.