WFALX : Wells Fargo Index Asset Allocation Fund - Class C

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

WFALX

Wells Fargo Index Asset Allocation Fund - Class C

FI Score

35 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

35% FI Score
  • wfalx
  • Mutual Fund
  • Allocation
  • All-In-One

Wells Fargo Index Asset Allocation Fund - Class C

Expenses: 1.83% (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 invests at least 80% of its net assets in equity and fixed income securities designed to replicate the holdings and weightings of the securities comprising the S&P 500 Index and Bloomberg Barclays U.S. Treasury Index. It seeks to achieve its investment objective by allocating up to 75% of its assets in equity securities and up to 55% of its assets in fixed income securities.

Largest Holdings

Amount Holding
6.38% E-mini S&P 500 Futures June20
3.02% Microsoft Corp
2.71% Apple Inc
2.47% 10 Year Treasury Note Future June 20
2.27% Amazon.com Inc
1.09% Facebook Inc A
0.89% Alphabet Inc A
0.89% Alphabet Inc Class C
0.87% Johnson & Johnson
0.81% Berkshire Hathaway Inc Class B
0.68% Visa Inc Class A
0.66% JPMorgan Chase & Co
0.65% Procter & Gamble Co
0.61% UnitedHealth Group Inc
0.58% Intel Corp
0.54% Mastercard Inc A
0.53% The Home Depot Inc
0.52% Verizon Communications Inc
0.49% AT&T Inc
0.47% Pfizer Inc
0.45% Merck & Co Inc
0.43% Exxon Mobil Corp
0.43% The Walt Disney Co
0.43% Bank of America Corp
0.41% PepsiCo Inc

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