2 / 5 Stars
2 2 1 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#143 in Moderate Allocation
U.S. News evaluated 251 Moderate 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 11.95 percent over the past year, 7.40 percent over the past three years, 14.97 percent over the past five years, and 4.75 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||4.8%|
The investment seeks a combination of capital appreciation and current income. 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 70% of its assets to stock funds, up to 40% of its assets to bond funds and up to 20% of its assets to alternative investment strategy funds. The Portfolio invests 60% of its total assets in stock funds; 30% 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 Growth Balanced Fund has an expense ratio of 1.50 percent.
Risk is High compared to funds in the same category according to Morningstar.