WMBFX : Wells Fargo WealthBuilder Moderate Balanced Fund Class C

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

WMBFX

Wells Fargo WealthBuilder Moderate Balanced Fund Class C

FI Score

26 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

26% FI Score
  • wmbfx
  • Mutual Fund
  • Allocation
  • All-In-One

Wells Fargo WealthBuilder Moderate Balanced Fund Class C

Expenses: 1.50% (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 a combination of current income and capital appreciation. 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 50% of its assets to stock funds, up to 65% of its assets to bond funds and up to 20% of its assets to alternative investment funds. The fund invests 40% of its total assets in stock funds; 55% of its total assets in bond funds; and 5% of its total assets in alternative investment funds.

Largest Holdings

Amount Holding
16.47% Wells Fargo Core Bond A
12.78% Wells Fargo Bloomberg BarclaysUSAggexCor
9.23% Wells Fargo Strategic Income Inst
9.02% Wells Fargo Disciplined Large Cap
7.90% Wells Fargo Factor Enhanced Large Cap
5.31% E-mini Nasdaq 100 Future June 20
4.77% Wells Fargo Factor Enhanced Intern
3.84% Wells Fargo Global Invmt Grd Crdt R6
3.82% iShares Core US Aggregate Bond ETF
3.66% Wells Fargo Alternative Risk Pre R6
3.07% Wells Fargo Real Return A
2.88% iShares Core S&P 500 ETF
1.98% Hang Seng Index Future May 20
1.97% Wells Fargo Factor Enhanced Emerging Mkt
1.78% Dodge & Cox International Stock
1.62% Wells Fargo Large Cap Growth R6
1.61% Wells Fargo Endeavor Select R6
1.59% Wells Fargo Factor Enhanced Small Cap
1.24% Wells Fargo Emerging Growth A
1.03% Wells Fargo High Yield Bond Inst
1.03% Wells Fargo High Yield Bond A
0.94% Arbitrage I
0.85% E-mini S&P 500 Futures June20

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