CBLLX : Wells Fargo C&B Large Cap Value Fund - Class Admin

CBLLX is a US Stocks Market Large Value with HIGH fees.

CBLLX

Wells Fargo C&B Large Cap Value Fund - Class Admin

FI Score

33 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

33% FI Score
  • cbllx
  • Mutual Fund
  • US Stocks
  • Large Value

Wells Fargo C&B Large Cap Value Fund - Class Admin

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks maximum long-term total return, consistent with minimizing risk to principal. The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of large-capitalization companies, which is defined as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

Largest Holdings

Amount Holding
3.33% Arrow Electronics Inc
3.15% UnitedHealth Group Inc
3.13% Charles Schwab Corp
3.12% State Street Corporation
3.11% Brookfield Asset Management Inc Class A
3.07% Johnson & Johnson
2.85% Berkshire Hathaway Inc Class B
2.85% AerCap Holdings NV
2.78% Chubb Ltd
2.75% Colfax Corp
2.74% TE Connectivity Ltd
2.65% JPMorgan Chase & Co
2.64% Progressive Corp
2.58% Synchrony Financial
2.54% PNC Financial Services Group Inc
2.46% Amdocs Ltd
2.46% U.S. Bancorp
2.42% Eaton Corp PLC
2.33% Laboratory Corp of America Holdings
2.30% Becton, Dickinson and Co
2.29% Medtronic PLC
2.29% Intercontinental Exchange Inc
2.26% Omnicom Group Inc
2.22% 3M Co
2.19% HCA Healthcare Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo