WIPIX : Wells Fargo Core Plus Bond Fund Class Institutional

WIPIX is a Bond Market Total US Bond Market with LOW fees.

WIPIX

Wells Fargo Core Plus Bond Fund Class Institutional

FI Score

70 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

70% FI Score
  • wipix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Wells Fargo Core Plus Bond Fund Class Institutional

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Fund Summary

The investment seeks total return, consisting of current income and capital appreciation. The fund normally invests at least 80% of its net assets in debt securities. It invests up to 35% of its total assets in debt securities that are below investment-grade and up to 25% of its total assets in debt securities of foreign issuers, including emerging markets issuers and debt securities denominated in foreign currencies. The fund invests principally in debt securities, including corporate, mortgage- and asset-backed securities, bank loans, foreign sovereign debt, supranational agencies, and U.S. government obligations.

Largest Holdings

Amount Holding
10.42% 2 Year Treasury Note Future June 20
5.43% 5 Year Treasury Note Future June 20
3.14% Can 10yr Bond Fut Jun20 Xmod 20200619
2.67% Xtrackers USD High Yield Corp Bd ETF
1.75% Us Ultra Bond Cbt Jun20 Xcbt 20200619
1.56% SPDR® Blmbg Barclays High Yield Bd ETF
1.49% US Treasury Bond Future June 20
1.38% United States Treasury Bonds 2.38%
0.94% United States Treasury Notes 0.12%
0.87% Federal National Mortgage Association 3.5%
0.80% United States Treasury Bonds 2%
0.74% Tennessee Valley Authority 5.88%
0.69% United States Treasury Notes 1.5%
0.66% Government National Mortgage Association 3%
0.66% Federal Home Loan Mortgage Corporation 6.75%
0.63% Federal National Mortgage Association 3%
0.62% Federal Home Loan Mortgage Corporation 4%
0.61% ANGEL OAK MORTGAGE TRUST 2019-4 2.99%
0.61% Toyota Auto Receivables 2017-D 2.12%
0.57% Federal National Mortgage Association 6.62%
0.53% United States Treasury Bonds 4.25%

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