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Wells Fargo WealthBuilder Csv Alloc Fund;C

Ranked 74 out of 74 in Mixed-Asset Target Alloc Consv Funds over 36 months

All calculations are in USD unless stated

The Fund seeks current income and some capital appreciation by allocating 20% of its assets to stock funds and 80% to bond funds. The funds include both affiliated and non-affiliated funds.

sector performance

Mixed-Asset Target Alloc Consv Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 0.2%
2017 6.3% 1.8% 1.6% 1.5% 1.3%
2016 3.5% 1.3% 1.6% 1.8% -1.2%
2015 -1.8% 1.5% -1.0% -2.4% 0.0%
2014 2.2% 1.0% 1.6% -1.3% 1.0%
2013 4.2% 1.7% -1.3% 2.1% 1.7%
2012 6.6% 4.4% -0.7% 2.9% -0.1%
2011 0.6% 1.8% 0.7% -4.8% 3.1%
2010 8.2% 2.1% -2.3% 5.1% 3.2%
2009 16.7% -1.3% 8.1% 7.4% 1.8%
2008 -13.8% -0.9% -0.9% -5.0% -7.6%
2007 6.0% 1.3% 1.5% 2.6% 0.5%
2006 6.0% 1.5% -0.9% 2.5% 2.7%
2005 2.1% -1.5% 1.8% 1.1% 0.7%
2004 3.0%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/09/2004
  • Share Class size304Mn
  • Base currencyUSD
  • ISINUS94990B7955

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.25%
  • Initial investment0