STTRX : Wells Fargo Target 2020 Fund - Class A

STTRX is a Allocation Market Target-Date with HIGH fees.

STTRX

Wells Fargo Target 2020 Fund - Class A

FI Score

40 /100

Expense Ratio Rating

3 /10

Expense Rating

4 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

40% FI Score
  • sttrx
  • Mutual Fund
  • Allocation
  • Target-Date

Wells Fargo Target 2020 Fund - Class A

Expenses: 0.63% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why ยป

Fund Summary

The investment seeks total return over time, consistent with its strategic target asset allocation. The fund is a fund of funds that invests in various master portfolios ("underlying funds"), which in turn, invest in a combination of securities to gain exposure to equity and fixed income asset classes. It gradually reduces its potential market risk exposures over time by generally re-allocating its assets among these asset classes, consistent with increasingly conservative strategic target allocations. The fund is primarily designed for investors expecting to retire and/or begin gradually withdrawing funds around its target date of 2020.

Largest Holdings

Amount Holding
27.83% Wells Fargo Bloomberg BarclaysUSAggexCor
20.88% Wells Fargo Factor Enhanced Large Cap
15.18% Wells Fargo Investment Gr Cor Bd
10.83% Wells Fargo Factor Enhanced Intern
8.64% Wells Fargo Strategic Retirement Bond
5.42% Wells Fargo Factor Enhanced Small Cap
3.19% Wells Fargo U.S. REIT Portfolio
3.17% Wells Fargo Factor Enhanced Emerging Mkt
2.49% Wells Fargo High Yield Corporate Bd
2.37% Wells Fargo Emerging Markets Bond

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