Wells fargo index portfolio
Whether you prefer managing your own investment portfolio online or receiving the helpful support of an investment professional, Wells Fargo can help make it easier to invest in mutual funds. If you prefer to work independently, open a WellsTrade ® online and mobile brokerage account to invest in mutual funds, as well as stocks, ETFs, and options. Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. The fund invests at least 80% of its net assets in a diversified portfolio of equity securities designed to replicate the holdings and weightings of the stocks comprising the S&P 500 Index. It is a feeder fund that invests substantially all of its assets in the index Portfolio, a master portfolio with a substantially identical investment objective and substantially similar Wells Fargo Index Fund aims to replicate the return of the Standard & Poor's 500 Index to achieve a 95% correlation, before fees and expenses. The Fund is a Gateway fund, or fund of funds, that invests in a core portfolio with a substantially similar investment objective and investment strategies. Wells Fargo Strategic Indexing provides comprehensive and specialized equity and fixed income benchmarks to fulfill institutional and retail investor's needs for portfolio benchmarking and performance evaluation. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Wells Fargo Index Fund aims to replicate the return of the Standard & Poor's 500 Index to achieve a 95% correlation, before fees and expenses. The Fund is a Gateway fund, or fund of funds, that invests in a core portfolio with a substantially similar investment objective and investment strategies.
Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.
Wells Fargo Index Fund aims to replicate the return of the Standard & Poor's 500 Index to achieve a 95% correlation, before fees and expenses. The Fund is a Gateway fund, or fund of funds, that invests in a core portfolio with a substantially similar investment objective and investment strategies. Wells Fargo Index Asset Allocation Fund - Class A SFAAX seeks appreciation of capital as well as current income in the long run. The fund invests approximately four-fifths of its assets in equity Wells Fargo is a company that sells mutual funds with $210,762M in assets under management. The average expense ratio from all mutual funds is 0.66%. 62.25% of all the mutual funds are no load funds. The oldest fund launched was in 1968. To find out detailed information on Wells Fargo Bond Funds in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Collective funds are unregistered bank investment products that commingle the assets of multiple fiduciary clients to invest in a diversified portfolio of stocks, bonds, or other securities. Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. Wells Fargo Advisors receives: a) Trails or trailing commissions. The firm may receive ongoing payments in the form of 12b-1 fees ("trails") for marketing and distribution services, which are outlined in the fund prospectus. b) Networking / Omnibus fees.
THE FUND The Wells Fargo Index Asset Allocation Fund seeks total return by using an indexed approach to principally invest in a portfolio of equity and fixed-income securities. FUND STRATEGY Invests in an indexed stock portfolio meant to replicate the S&P 500 Index and in an indexed bond portfolio intended to replicate the Bloomberg
Wells Fargo Index Asset Allocation Fund - Class A SFAAX seeks appreciation of capital as well as current income in the long run. The fund invests approximately four-fifths of its assets in equity Wells Fargo is a company that sells mutual funds with $210,762M in assets under management. The average expense ratio from all mutual funds is 0.66%. 62.25% of all the mutual funds are no load funds. The oldest fund launched was in 1968. To find out detailed information on Wells Fargo Bond Funds in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Collective funds are unregistered bank investment products that commingle the assets of multiple fiduciary clients to invest in a diversified portfolio of stocks, bonds, or other securities.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Index Fund aims to replicate the return of the Standard & Poor's 500 Index to achieve a 95% correlation, before fees and expenses. The Fund is a Gateway fund, or fund of funds, that invests in a core portfolio with a substantially similar investment objective and investment strategies.
Investment Policy. The Fund seeks to replicate the total return of the S&P 500 Index, before fees and expenses. The Fund invests, through the Index Portfolio, substantially all of the stocks comprising the S&P 500 Index and attempt to achieve at least 95% correlation between the performance of the Index and the Fund's investment results.
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Investment Policy. The Fund seeks to replicate the total return of the S&P 500 Index, before fees and expenses. The Fund invests, through the Index Portfolio, substantially all of the stocks comprising the S&P 500 Index and attempt to achieve at least 95% correlation between the performance of the Index and the Fund's investment results. The fund has returned 7.49 percent over the past year, 12.84 percent over the past three years, 10.82 percent over the past five years, and 13.47 percent over the past decade. Fees. Fees are Below Average compared to funds in the same category. Wells Fargo Index Fund has an expense ratio of 0.45 percent. Investment Policy. The Fund seeks to replicate the total return of the S&P 500 Index, before fees and expenses. The Fund invests, through the Index Portfolio, substantially all of the stocks comprising the S&P 500 Index and attempt to achieve at least 95% correlation between the performance of the Index and the Fund's investment results. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.