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Wells Fargo WealthBuilder Equity Fund;C

Ranked 23 out of 47 in Global Multi-Cap Core over 36 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation with no emphasis on income. The Fund invests at least 80% of its net assets in equity securities. The Fund is a diversified equity investment that consists of Underlying Funds that employ different and complementary investment styles to provide potential for growth.

sector performance

Global Multi-Cap Core
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% 1.4%
2017 23.2% 6.4% 5.2% 4.9% 5.0%
2016 6.4% -2.3% 0.6% 6.2% 1.9%
2015 -1.3% 3.1% 0.9% -9.5% 4.9%
2014 3.3% 0.2% 3.4% -2.5% 2.3%
2013 26.0% 6.1% 2.2% 8.0% 7.7%
2012 14.5% 14.3% -4.9% 6.5% -1.1%
2011 -4.7% 5.8% -0.9% -17.2% 9.8%
2010 16.0% 4.0% -11.1% 11.7% 12.3%
2009 32.5% -12.0% 23.0% 18.5% 3.4%
2008 -45.2% -11.5% -3.6% -13.3% -25.9%
2007 7.9% 2.6% 6.2% 1.9% -2.9%
2006 18.8% 7.5% -1.7% 4.2% 8.0%
2005 8.5% -2.3% 0.0% 7.9% 3.0%
2004 17.5% 5.5% -0.3% -1.6% 13.5%
2003 31.4% -7.6% 17.6% 5.4% 14.7%
2002 -25.4% -0.6% -10.7% -21.7% 7.2%
2001 -15.9% -18.9% 10.6% -18.3% 14.8%
2000 -6.3% 7.0% -3.1% -1.1% -8.6%
1999 26.7% 5.5% 5.9% -5.9% 20.5%
1998 21.0% 11.5% 1.4% -13.5% 23.7%

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 date01/10/1997
  • Share Class size492Mn
  • Base currencyUSD
  • ISINUS94990B7534

Purchase Info

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

Charges

  • Annual management0.25%
  • Initial investment0