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Wells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) ManagerFund Manager - Kandarp R. Acharya

Fund Manager Information

Fund Manager Tenure: 4.7 years
Similar Funds: WFALX 
Fund Family: Wells Fargo Funds
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) ProfileWells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) Profile

Fund Profile and Description

Wells Fargo Advantage Idx Asst Allo Adm Fund seeks long-term total return consistent with reasonable risk of capital appreciation and current income. Wells Fargo Advantage Idx Asst Allo Adm Fund invests 60% of total assets in equity securities and 40% of total assets in fixed income securities. It invests at least 80% of net assets in equity and fixed income securities designed to replicate the holdings and weightings of the securities comprising the S&P 500 Index and Barclays Capital 20+ Treasury Index.

 

Wells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund Strength What we like about Wells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund

Data for Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) as of May 30, 2016

  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) management has been with Wells Fargo Advantage Idx Asst Allo Adm Fund for 4.7 years
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) has good short-term performance (1-year return 1.88% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) has good mid-term performance (3-year return 9.77% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) has good Long-term performance (5-year return 10.78% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) has a Morningstar rating of 4 and above
  • Asset base in Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) has an annual stock turnover rate of 43.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that Wells Fargo Advantage Idx Asst Allo Adm management does not trade extensively for its return.
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.44, lower than category average of 9.46
  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) Weakness What we are cautious about Wells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund

Data for Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) as of May 30, 2016

  • Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) has a higher expense ratio of 0.90% than its Allocation--70% to 85% Equity average of 0.89%
See Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Idx Asst Allo Adm3.071.889.7710.78
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Fidelity Advisor Strategic Div & Inc A (FASDX)5.952.947.598.90Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) Net Asset TrackingWells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Idx Asst Allo Adm fund (WFAIX)

DateNet Asset
05/2016$1.09B
03/2016$1.03B
02/2016$956.70M
More historic net asset information on Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX)

  

Graph of Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) Portfolio TrackingWells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Idx Asst Allo Adm fund (WFAIX)

DateCashStockBondOther
04/20163.43%58.34%38.23%0%
02/20163.06%61.24%35.7%0%
12/20153.72%57.87%38.41%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX)

 

graph of Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund

Discover what Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX) manager is buying

Apr 29, 2016
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [10.22%]
Us Ultra Bond Cbt Jun16 Xcbt 20160621 [2.41%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [1.95%]
Apple Inc. [1.86%]
Microsoft Corporation [1.41%]
Exxon Mobil Corporation Common [1.32%]
Johnson & Johnson Common Stock [1.11%]
General Electric Company Common [1.03%]
S+p500 Emini Fut Jun16 Xcme 20160617 [1.01%]
Berkshire Hathaway Inc B [0.98%]

Feb 28, 2016
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [14.03%]
S+p500 Emini Fut Mar16 Xcme 20160318 [8.87%]
Us Ultra Bond Cbt Jun16 Xcbt 20160621 [2.6%]
Apple Inc. [1.99%]
Microsoft Corporation [1.5%]
Exxon Mobil Corporation Common [1.23%]
Johnson & Johnson Common Stock [1.08%]
General Electric Company Common [1.02%]
Berkshire Hathaway Inc B [0.93%]
Facebook, Inc. [0.9%]

Dec 30, 2015
Us Ultra Bond Cbt Mar16 Xcbt 20160321 [2.56%]
Us 10yr Note (Cbt)mar16 Xcbt 20160321 [2.56%]
Apple Inc. [1.96%]
Microsoft Corporation [1.48%]
Exxon Mobil Corporation Common [1.09%]
General Electric Company Common [0.98%]
Johnson & Johnson Common Stock [0.95%]
S+p 500 Future Mar16 Xcme 20160317 [0.93%]
Amazon.com, Inc. [0.87%]
Wells Fargo & Company Common St [0.85%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX)

  

Latest News on Wells Fargo Advantage Idx Asst Allo Adm (WFAIX) Fund

See what is happening with Wells Fargo Advantage Idx Asst Allo Adm Fund (WFAIX)

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