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Wells Fargo WealthBuilder Gro Bal;C

Ranked 99 out of 116 in Mixed-Asset Target Alloc Growth Funds over 36 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation with a secondary emphasis on income. The Fund is a fund of fund which seeks to achieve its investment objective by investing substantially all of its investable assets in the securities of affiliated and unaffiliated open-ended management investment companies.

sector performance

Mixed-Asset Target Alloc Growth Funds
Rank Fund Name Currency Return
97 USAA Cornerstone Aggressive Fund USD 18.4%
98 InvestEd Balanced Portfolio;A USD 17.9%
99 Wells Fargo WealthBuilder Gro Bal;C USD 17.4%
100 Highland Total Return Fund;A USD 16.1%
101 Ivy Balanced Fund;A USD 15.9%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 1.0%
2017 14.8% 4.1% 3.4% 3.4% 3.2%
2016 5.9% -0.1% 1.3% 4.2% 0.5%
2015 -1.5% 2.6% -0.2% -6.1% 2.4%
2014 3.1% 0.9% 2.8% -2.2% 1.7%
2013 19.1% 5.6% 1.0% 6.1% 5.3%
2012 13.2% 12.1% -4.2% 5.9% -0.5%
2011 -4.6% 4.9% -0.5% -15.6% 8.3%
2010 13.9% 3.7% -10.0% 10.3% 10.6%
2009 32.2% -7.3% 18.3% 14.7% 5.1%
2008 -37.8% -8.1% -1.7% -11.3% -22.4%
2007 6.7% 1.7% 5.2% 2.6% -2.8%
2006 12.4% 5.4% -2.4% 2.9% 6.1%
2005 4.7% -2.7% 1.1% 4.6% 1.8%
2004 9.7% 2.2% 0.3% -1.9% 9.1%
2003 24.3% -3.9% 13.0% 3.2% 10.9%
2002 -17.5% -0.5% -7.1% -16.0% 6.2%
2001 -7.1% -9.7% 5.0% -10.8% 9.8%
2000 2.1% 3.9% -0.6% 0.5% -1.6%
1999 14.5% 1.7% 4.9% -3.1% 10.8%
1998 15.2% 8.0% 0.6% -9.7% 17.6%

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 size722Mn
  • Base currencyUSD
  • ISINUS94990B7799

Purchase Info

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

Charges

  • Annual management0.25%
  • Initial investment0