Wells fargo mutual funds performance
[PDF File]Professionally managed diversi2ed mutual fund portfolios
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portfolios of mutual funds. Portfolios are constructed by Wells Fargo Investment Institute from a recommended universe of more than 300 mutual funds. 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.
[PDF File]Wells Fargo Growth Fund
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Sources: FactSet and Wells Fargo Funds Management, LLC. Past performance is no guarantee of future results. Sector weights are subject to change and may have changed since the date specified. When reviewing the performance attribution of our portfolio, it is vital to remember that we construct our portfolio from the bottom up, one stock at a time.
[PDF File]An Investor’s Guide to Separately ... - Wells Fargo Advisors
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comprised of individual securities such as stocks, bonds, mutual funds, ETFs, and/or cash that is managed by a professional money manager. ... performance reports provide details on the ... Wells Fargo Investment Institute , Inc. (WFII) is a registered investment adviser and wholly -owned ...
[PDF File]Looking Ahead - Wells Fargo Advisors
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outflow this week, as investors withdrew a record $35.6 billion from investment grade mutual funds, more than quadruple ... Past performance is not a guide to future performance. The material ... Fargo Advisors. Looking Ahead
[PDF File]Wells Fargo Funds Management, LLC
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Wells Fargo Funds Management, LLC is a registered investment adviser with the SEC. Our registration ... succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. ... adviser performance and will from time to time recommend sub-adviser changes to the
[PDF File]A guide to investing in mutual funds - Wells Fargo Advisors
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for homes, education, retirement, and other fnancial goals to mutual funds. As of early 2017, more than 8,000 mutual funds hold about $16 trillion in assets for approximately half of all American households.* Wells Fargo Advisors ofers over 300 diferent mutual fund families to investors.
[PDF File]WealthBuilder Equity Fund - Wells Fargo Funds
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The Wells Fargo WealthBuilder Equity Fund is a fund of funds that seeks capital appreciation. FUND STRATEGY Invests in select underlying funds from Wells Fargo Funds and other nonaffiliated fund families, including exchange-traded funds, that collectively provide exposure to a range of complementary equity investment styles.
[PDF File]Wells Fargo Growth Fund - Class Admin
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Wells Fargo Growth Fund - Class Admin A Mutual Fund Third Quarter 2019 Fund Fact Sheet Key Facts Investment Advisor Wells Fargo Funds Management LLC Asset Class Large Cap - Growth Primary Index Russell 1000 Growth Index Net Assets $519.8 Million Inception Date 08/30/2002 Ticker SGRKX Gross Expense Ratio 1.10% Morningstar Category Large Growth ...
[PDF File]Fees and gates: A tool intended to ... - Wells Fargo Funds
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prime funds’ historical levels of weekly liquid assets as a percentage of each fund. Chart 1: Wells Fargo Heritage Money Market Fund 0 10 30 40 50 60 70 Weekly liquid assets 30% limit 10% limit Percent 7-10 1-11 7-11 1-12 7-12 1-13 7-13 1-14 7-14 1-15 7-15 1-16 Source: Wells Capital Management, Inc. Past performance is no guarantee of future ...
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