wells fargo wealthbuilder growth balanced fund

Consult the fund's prospectus for additional information on these and other risks.
If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment.
Christian Chan (Started: Sep 30, 2013).Beta*., mean annual return., r-squared*., standard deviation., sharpe ratio., risk measurement details ยป.Education: Bachelor of Economics, College of Charleston, Charleston, South Carolina.Wells Fargo Funds Trust525 Market Street, 12th FloorSan Francisco CA, management Information, petros.Acharya - present Petros Bocray - present BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / planadviser / Plan For Life / plansponsor / Simfund / Strategic Insight / The Trade 2016 Strategic Insight.Annual Turnover, category Avg Turnover, yield(TTM assets in Top 10 Holdings 102.00.74.The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment offline dictionary english to hindi full version for pc focus, based on the underlying securities in the fund.Morningstar categories help investors and investment professionals make meaningful comparisons between funds.In general, when interest rates rise, bond values fall and investors may state variables for engineers pdf lose principal value.Ticker, wgbax, cusip 94990B837, fund number 4333, yTD return.46, inception date 2-10-17, net fund assets.Other Holdings(Long other Holdings(Short).

Kandarp Acharya (Started: Sep 30, 2013).Morningstar Category, while the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio.Fund filings (PDF) asset managers: Petros Bocray (Started: Oct 1, 2016).The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds.Bocray serves as co-manager on several of the team's portfolios and conducts research supporting the quantitative models and investment strategies.Great manager tenure.2, below Average, holders, balance Summary holder, assets There is no Assets data available to display at this time.We place funds in a given category based on their portfolio statistics and compositions over the past three years.Prior to joining the team in March 2006,.Stock Holdings(Long stock Holdings(Short bond Holdings(Long bond Holdings(Short).
The investment seeks a combination of capital appreciation and current income.