wells fargo advantage funds performance

View All Insights. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return . Read the prospectus carefully before you invest. Wells Fargo Fund’s investment style and asset allocation targets as well as structural issues such as whether to operate a Wells Fargo Fund as a stand-alone fund, in a master- gateway structure or in a fund-of-funds structure with Board approval. Skip to main content. 5 0 obj Wells Fargo Advantage Dow Jones Target Date Funds . Performance charts for Wells Fargo Income Opportunities Fund (EAD) including intraday, historical and comparison charts, technical analysis and trend lines. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. endobj View All Insights. Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. Its products and services are mutual funds, closed-end funds, managed accounts services and variable trust funds. <> 2 0 obj Retail money market funds: You could lose money by investing in the fund. Wells Fargo has the lowest cost of deposits among its peers—despite having a very high deposit base. Wells Fargo Advantage Funds | March 1, 2013 Small to Mid Cap Stock Funds Prospectus Institutional Class Intrinsic Small Cap Value Fund WFSSX Small Cap Value Fund ... ae ct the Fund's performance. Below we share with you four top-ranked Wells Fargo Advantage Funds. 7 0 obj <> /Outlines 779 0 R /Pages 1753 0 R /Type /Catalog /PageMode /UseOutlines /PageLayout /SinglePage /OpenAction 5514 0 R /ViewerPreferences 5513 0 R>> Highlighting our capabilities. Performance and volatility measures ‡ Fund (Inst class shares) Alpha 0.61 Beta 1.09 Sharpe ratio 1.01 Standard deviation 21.23 R-squared 0.95 Information ratio 0.46. A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. 6 0 obj View All Insights. Wells Fargo Income Opportunities Fund is a diversified closed-end management investment company. endobj PORTFOLIO ALLOCATION DISCUSSION GLIDE PATH OVERVIEW. Mutual funds on the recommended list have been carefully selected based on an extensive evaluation of the fund’s management team, investment process and performance. 8 0 obj 2 Wells Fargo Advantage Dow Jones Target Date Funds . Featured insights. Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. Wells Fargo (NYSE: WFC) Advantage Funds managed more than $503 billion of assets as of Sep 30, 2019, including $91.5 billion from Galliard Capital Management.The fund family manages a … Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. Asset Allocation Analy sis . Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Wells Fargo, the owner of Wells Fargo Advantage Funds brand, is one of the four largest banks in the United States with a legacy spanning 150 years in the financial services sector. If a bank is able to keep its cost of deposits low, it will have a competitive advantage. 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