WEAFX : Wells Fargo WealthBuilder Equity Fund Class A

WEAFX is a Allocation Market All-In-One with MODERATE fees.

WEAFX

Wells Fargo WealthBuilder Equity Fund Class A

FI Score

43 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

43% FI Score
  • weafx
  • Mutual Fund
  • Allocation
  • All-In-One

Wells Fargo WealthBuilder Equity Fund Class A

Expenses: 0.75% (Better than 1% 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 capital appreciation with no emphasis on income. The fund is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds to pursue its investment objective. It seeks to achieve the fund's investment objective by investing at least 80% of the fund's 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. It may invest up to 20% of the fund's net assets in bond or alternative-style asset classes.

Largest Holdings

Amount Holding
21.78% Wells Fargo Disciplined Large Cap
19.05% Wells Fargo Factor Enhanced Large Cap
11.51% Wells Fargo Factor Enhanced Intern
6.93% iShares Core S&P 500 ETF
4.84% E-mini Nasdaq 100 Future June 20
4.77% Wells Fargo Factor Enhanced Emerging Mkt
4.28% Dodge & Cox International Stock
3.91% Wells Fargo Large Cap Growth R6
3.88% Wells Fargo Endeavor Select R6
3.78% Wells Fargo Factor Enhanced Small Cap
2.97% Wells Fargo Emerging Growth A
1.82% Hang Seng Index Future May 20
1.72% Wells Fargo Emerging Markets Equity R6
1.72% iShares MSCI EAFE Small-Cap ETF
1.72% DFA International Small Cap Value I
1.68% Wells Fargo Small Company Val
1.56% Vanguard FTSE Developed Markets ETF
0.68% iShares Core S&P Small-Cap ETF
0.52% Vanguard FTSE Emerging Markets ETF

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