WFMAX : Wells Fargo Moderate Balanced Fund - Class A

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

WFMAX

Wells Fargo Moderate Balanced Fund - Class A

FI Score

24 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

24% FI Score
  • wfmax
  • Mutual Fund
  • Allocation
  • All-In-One

Wells Fargo Moderate Balanced 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 total return, consisting of current income and capital appreciation. The fund seeks to achieve its investment objective by allocating up to 50% of its assets to equity securities and up to 70% of its assets to fixed income securities. Its "neutral" allocation is as follows: 60% of the fund's total assets in bond funds; and 40% of the fund's total assets in stock funds. The fund is a fund-of-funds that invests in various affiliated mutual funds employing a multi-asset, multi-style investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns.

Largest Holdings

Amount Holding
28.39% Wells Fargo Managed Fixed Income
14.52% Wells Fargo Conservative Income Inst
9.61% Wells Fargo Disciplined Large Cap
8.52% Wells Fargo Core Bond
6.83% Wells Fargo Diversified Lrg Cp Gr
6.44% Wells Fargo Large Company Value
5.17% E-mini Nasdaq 100 Future June 20
4.34% Wells Fargo Real Return
3.25% Wells Fargo C&B Large Cap Value A
2.91% Wells Fargo International Value A
2.87% Wells Fargo International Gr
1.97% Wells Fargo Small Company Val
1.97% Hang Seng Index Future May 20
1.42% iShares Core US Aggregate Bond ETF
1.02% E-mini S&P 500 Futures June20
0.98% Wells Fargo Emerging Growth A
0.98% Wells Fargo Small Company Growth A
0.82% Wells Fargo Factor Enhanced Emerg Mkts
0.81% Wells Fargo Emerging Markets Equity R6
0.80% Wells Fargo Emerging Markets Eq Inc R6
0.78% iShares Core S&P 500 ETF

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