| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#153 in World Stock
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 6.88 percent over the past year, 7.96 percent over the past three years, 0.95 percent over the past five years, and 7.66 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.6% |
| 1 Year | 6.9% |
| 3 Years (Annualized) | 8.0% |
| 5 Years (Annualized) | 0.9% |
| 10 Years (Annualized) | 7.7% |
Summary
The investment seeks long-term capital appreciation with no emphasis on income. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds ("underlying 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 (through investment in underlying funds). The Portfolio is a diversified equity investment that consists of mutual funds that employ different and complementary investment styles to provide potential for growth.
Fees
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
Risk is Average compared to funds in the same category according to Morningstar.
