EKBAX : Wells Fargo Diversified Capital Builder Fund - Class A

EKBAX is a Allocation Market All-In-One with HIGH fees.

EKBAX

Wells Fargo Diversified Capital Builder Fund - Class A

FI Score

40 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

40% FI Score
  • ekbax
  • Mutual Fund
  • Allocation
  • All-In-One

Wells Fargo Diversified Capital Builder Fund - Class A

Expenses: 1.12% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term total return, consisting of capital appreciation and current income. The fund normally invests up to 90% of its total assets in equity securities. It selects equity securities of companies of any size. The fund invests up to 30% of its total assets in corporate debt securities that are below investment-grade. For the debt portfolio, it invests principally in below investment-grade debt securities of corporate issuers. The fund may invest up to 25% of its total assets in foreign equity and debt securities. The target allocation range of its investments are 70% to 90% in equity securities and 10% to 30% in debt securities.

Largest Holdings

Amount Holding
4.14% Broadcom Inc
3.95% Bristol-Myers Squibb Company
3.51% Leidos Holdings Inc
3.37% Akamai Technologies Inc
3.16% Amgen Inc
3.07% Vistra Energy Corp
2.71% AbbVie Inc
2.69% Amphenol Corp Class A
2.56% L3Harris Technologies Inc
2.38% Atmos Energy Corp
2.38% Thermo Fisher Scientific Inc
2.32% Danaher Corp
2.09% Microchip Technology Inc
1.97% Adobe Inc
1.87% IDEX Corp
1.69% American Electric Power Co Inc
1.65% LyondellBasell Industries NV
1.62% Fiserv Inc
1.60% Curtiss-Wright Corp
1.60% Advanced Micro Devices Inc
1.59% IQVIA Holdings Inc
1.52% FLIR Systems Inc
1.50% Abbott Laboratories
1.47% DTE Energy Co
1.42% Anthem Inc

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