| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
4
3
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#29 in Target Date 2016-2020
U.S. News evaluated 46 Target Date 2016-2020 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Wells Fargo Advantage funds
Performance
The fund has returned 9.68 percent over the past year, 7.87 percent over the past three years, 3.08 percent over the past five years, and 5.65 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 3.1% |
| 1 Year | 9.7% |
| 3 Years (Annualized) | 7.9% |
| 5 Years (Annualized) | 3.1% |
| 10 Years (Annualized) | 5.7% |
Summary
The investment seeks to approximate, before fees and expenses, the total return of the Dow Jones Target 2020 IndexSM. The fund invests at least 80% of the fund's total assets in equity, fixed income and money market securities designed to approximate the holdings and weightings of the securities in the Dow Jones Target 2020 IndexSM.
Fees
Fees are Average compared to funds in the same category.
Wells Fargo Advantage Dow Jones Target 2020 Fund has an expense ratio of 1.01 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
