WGBAX : Wells Fargo WealthBuilder Growth Balanced Fund Class A

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

WGBAX

Wells Fargo WealthBuilder Growth Balanced Fund Class A

FI Score

46 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

46% FI Score
  • wgbax
  • Mutual Fund
  • Allocation
  • All-In-One

Wells Fargo WealthBuilder Growth Balanced 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 a combination of capital appreciation and current income. The fund is a fund-of-funds that invests in various affiliated mutual funds, unaffiliated mutual funds, and exchange-traded funds ("underlying funds") to pursue its investment objective. It seeks to achieve the fund's investment objective by allocating up to 70% of its assets to stock funds, up to 45% of its assets to bond funds and up to 20% of its assets to alternative investment funds. The fund invests 60% of its total assets in stock funds; 35% of its total assets in bond funds; and 5% of its total assets in alternative investment funds.

Largest Holdings

Amount Holding
13.26% Wells Fargo Disciplined Large Cap
11.58% Wells Fargo Factor Enhanced Large Cap
10.21% Wells Fargo Core Bond A
7.97% Wells Fargo Bloomberg BarclaysUSAggexCor
6.98% Wells Fargo Factor Enhanced Intern
5.76% Wells Fargo Strategic Income Inst
5.12% E-mini Nasdaq 100 Future June 20
4.23% iShares Core S&P 500 ETF
3.56% Wells Fargo Alternative Risk Pre R6
2.88% Wells Fargo Factor Enhanced Emerging Mkt
2.63% Dodge & Cox International Stock
2.38% Wells Fargo Large Cap Growth R6
2.37% Wells Fargo Global Invmt Grd Crdt R6
2.37% Wells Fargo Factor Enhanced Small Cap
2.36% Wells Fargo Endeavor Select R6
2.36% iShares Core US Aggregate Bond ETF
1.92% Hang Seng Index Future May 20
1.90% Wells Fargo Real Return A
1.83% Wells Fargo Emerging Growth A
1.06% Wfm Small Co.Value Port
1.05% DFA International Small Cap Value I
1.05% iShares MSCI EAFE Small-Cap ETF
1.04% Wells Fargo Emerging Markets Equity R6

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