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Wells Fargo Wealthbuilder Growth: (MF: WBGBX)

(MF) As of Apr 28, 2016 08:00 PM ET

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$13.23 USD

-0.07 (-0.53%)

Is WBGBX a
Buy, Hold or Sell?

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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD -0.07 81
3 months -0.07 81
6 months -2.58 96
1 Year -8.69 93
3 Year 2.93 77
5 Year 3.44 83
10 Year 2.36 96

* Annual for three years and beyond.

Zacks Premium Research for WBGBX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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Portfolio Statistics

%Unrealized Gain YTD 8.23
% Yield 0.47
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 964.48
%Turnover 3/31/2016 90.95

Risk

3 Year 5 Year 10 Year
Beta 0.75 0.87 0.89
Alpha -5.46 -6.02 -3.88
R Squared 0.83 0.89 0.93
Std. Dev. 9.40 11.22 14.17
Sharpe 0.35 0.36 5.00

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Finance 99.55
Other 0.45

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2015)
% of Portfolio Value (Mil$)
WELLS FARGO ADV CORE BOND 11.36 114.17
WELLS FARGO ADV GOVT SEC 9.97 100.17
MFS VALUE FUND 9.13 91.75
PIMCO HIGH YIELD FUND 6.40 64.31
T ROWE PRICE BLUE CHIP GR 5.39 54.18
THORNBURG INTL VALUE FUND 5.26 52.84
OPPENHEIMER INTL BOND 4.74 47.60
~OAKMARK FUND 4.55 45.74
INVESCO GROWTH & INCOME F 4.54 45.58

Stock Holding % of Net Assets

As Of 11/30/2015
Total Issues 30
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 23.18
Large Value 14.22
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 5.99
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 29.06
High Yield Bond 0.00