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Wells Fargo Funds Trust - Wells Fargo Growth Balanced Fund (WFGBX)

46.82 +0.09 (+0.19%)
As of April 3 at 8:01 PM EDT. Market Open.
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DELL
  • Previous Close 46.73
  • YTD Return -0.04%
  • Expense Ratio 1.12%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 185.08M
  • Beta (5Y Monthly) 1.03
  • Yield 0.06%
  • 5y Average Return --
  • Holdings Turnover 108.00%
  • Last Dividend 0.53
  • Inception Date Oct 14, 1998

The fund seeks to achieve its investment objective by allocating up to 75% of its assets to equity securities and up to 45% of its assets to fixed income securities. Its "neutral" allocation is as follows: 65% of the fund's total assets in stock funds; and 35% of the fund's total assets in bond funds. The fund is a fund-of-funds that invests in various affiliated mutual funds employing a multi-asset, multi-style investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns.

Allspring Global Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

185.08M

Net Assets

1998-10-14

Inception Date

Performance Overview: WFGBX

Trailing returns as of 2/23/2024. Category is Allocation--50% to 70% Equity.

YTD Return

WFGBX
0.04%
Category
9.69%
 

1-Year Return

WFGBX
8.41%
Category
27.06%
 

3-Year Return

WFGBX
3.05%
Category
11.00%
 

5-Year Return

WFGBX
6.85%
Category
10.26%
 

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Holdings: WFGBX

Top 2 Holdings (16.91% of Total Assets)

SymbolCompany% Assets
EVSRX
Allspring Disciplined US Core R6 13.09%
IEFA
iShares Core MSCI EAFE ETF 3.82%

Sector Weightings

SectorWFGBX
Technology   21.03%
Healthcare   12.24%
Industrials   11.60%
Energy   4.58%
Real Estate   3.15%
Utilities   2.59%

Recent News: WFGBX

Research Reports: WFGBX

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