Wells Fargo Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-1.085.7113.81-4.12--
    Category Average-0.946.2213.84-4.912.89
    Assets for Each Yr*110.0398.4298.8680.4480.44
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -4.12 4.88 3.47

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $80,438 mil $1,000 34.18 65.82
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 38.85 1.11 Average
    International Stock 3.2 6.98 1.31 Average
    Municipal Bond 3.7 22.32 0.84 Average
    Taxable Bond 2.9 15.43 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 0.86
    Microsoft Corp* Technology 6.05 0.70
    Mastercard Inc A* Financial Services 7.25 0.35
    American Electric Power Co Inc* Utilities 1.81 0.26
    Texas Instruments Inc* Technology 5.21 0.26
    Ameren Corp* Utilities 3.08 0.24
    Microchip Technology Inc* Technology 7.95 0.24
    Molson Coors Brewing Co B* Consumer Defensive 13.28 0.24
    American Water Works Co Inc* Utilities 2.03 0.23
    PayPal Holdings Inc* Financial Services 8.36 0.22
    Kansas City Southern* Industrials 15.79 0.21
    Jacobs Engineering Group Inc* Industrials 6.93 0.20
    Amdocs Ltd* Technology 3.81 0.19
    Willis Towers Watson PLC* Financial Services 4.48 0.19
    PPG Industries Inc* Basic Materials 3.13 0.17
    The Home Depot Inc* Consumer Cyclical 4.52 0.17
    Raymond James Financial Inc* Financial Services 9.66 0.16
    UnitedHealth Group Inc* Healthcare 6.58 0.16
    Allstate Corp* Financial Services 3.72 0.15
    Anadarko Petroleum Corp* Energy 11.02 0.15

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Internat Michael W. Lee 18.90
    Wells Fargo Small Co Paul E. von Kuster 16.90
    Wells Fargo C&B Larg R. James O'Neil 15.80
    Wells Fargo Short-Te Lyle J. Fitterer 15.10
    Wells Fargo Municipa Lyle J. Fitterer 14.80

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Asset Al Kandarp R. Acharya 0.60
    Wells Fargo Discipli Justin P. Carr 0.60
    Wells Fargo Small Co Jeff Goverman 0.70
    Wells Fargo Traditio Michael T. Smith 0.90
    Wells Fargo Internat Michael W. Lee 1.20