3 / 5 Stars
3 3 3 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#82 in World Stock
U.S. News evaluated 306 World Stock 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 16.38 percent over the past year, 9.48 percent over the past three years, 17.83 percent over the past five years, and 5.91 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||5.9%|
The investment seeks long-term capital appreciation with no emphasis on income. The Portfolio is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by investing at least 80% of the Portfolio's net assets in equity securities. The Portfolio is a diversified equity investment that consists of underlying funds that employ different and complementary investment styles to provide potential for growth. The fund may invest up to 10% of the Portfolio's net assets in bond or alternative-style asset classes.
Fees are Above Average compared to funds in the same category.
Wells Fargo Advantage WB Tactical Equity Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.