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Wells Fargo Funds Trust - Wells Fargo Dynamic Target 2040 Fund (WTDEX)

8.78
+0.07
+(0.80%)
At close: February 28 at 8:01:02 PM EST
Loading Chart for WTDEX
  • Previous Close 8.71
  • YTD Return 15.66%
  • Expense Ratio 0.14%
  • Category Target-Date 2040
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 260.11M
  • Beta (5Y Monthly) 1.10
  • Yield 2.37%
  • 5y Average Return --
  • Holdings Turnover 76.00%
  • Last Dividend 0.27
  • Inception Date Nov 30, 2015

The fund is a fund of funds that invests in various master portfolios ("underlying funds"), which in turn, invest in a combination of securities to gain exposure to equity and fixed income asset classes. It is primarily designed for investors expecting to retire and/or begin withdrawing funds around its target date of 2040.

Allspring Global Investments

Fund Family

Target-Date 2040

Fund Category

260.11M

Net Assets

2015-11-30

Inception Date

Performance Overview: WTDEX

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Trailing returns as of 1/24/2024. Category is Target-Date 2040.

YTD Return

WTDEX
15.66%
Category
10.80%
 

1-Year Return

WTDEX
15.66%
Category
33.59%
 

3-Year Return

WTDEX
3.91%
Category
12.99%
 

5-Year Return

WTDEX
9.03%
Category
12.87%
 

Holdings: WTDEX

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Sector Weightings

SectorWTDEX
Technology   29.81%
Healthcare   12.67%
Industrials   8.37%
Energy   3.89%
Real Estate   2.52%
Utilities   2.34%

Recent News: WTDEX

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Research Reports: WTDEX

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