Wells Fargo Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return13.543.94-1.075.688.41
    Category Average13.964.98-0.906.218.49
    Assets for Each Yr*101.65108.50110.4398.7498.22
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 8.41 4.72 6.88

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $98,220 mil $1,000 35.04 64.96
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 36.83 1.17 Average
    International Stock 3.5 6.16 1.46 Average
    Municipal Bond 3.3 21.48 0.86 Average
    Taxable Bond 3.1 14.30 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 45.08 0.65
    Amazon.com Inc* Consumer Cyclical 28.10 0.64
    Alphabet Inc A* Technology 17.06 0.59
    Microsoft Corp* Technology 18.39 0.53
    Apple Inc* Technology 37.88 0.48
    Visa Inc Class A* Financial Services 31.58 0.35
    Alphabet Inc C* Technology 18.03 0.28
    Fidelity National Information Se* Industrials 19.18 0.28
    The Home Depot Inc* Consumer Cyclical 12.95 0.27
    Mastercard Inc A* Financial Services 27.40 0.25
    Treehouse Foods Inc* Consumer Defensive -3.53 0.25
    Waste Connections Inc* Industrials 23.16 0.25
    Republic Services Inc Class A* Industrials 13.53 0.24
    Microchip Technology Inc* Technology 28.97 0.23
    Burlington Stores Inc* Consumer Defensive -4.15 0.22
    Celgene Corp* Healthcare 10.22 0.22
    Allstate Corp* Financial Services 26.92 0.20
    Kansas City Southern* Industrials 25.55 0.19
    CBRE Group Inc* RealEstate 10.86 0.19
    Molson Coors Brewing Co B* Consumer Defensive -6.71 0.18

    Best 5-Year Relative Performance | More
    08-17-17

    Highest Expenses | More
    08-17-17

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Asset Al Ben Inker 21.10
    Wells Fargo Internat Michael W. Lee 20.00
    Wells Fargo Small Co Paul E. von Kuster 15.50
    Wells Fargo Speciali Walter C. Price 14.80
    Wells Fargo Small Ca Jenny B. Jones 14.60

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wells Fargo Target 2 Kandarp R. Acharya 0.10
    Wells Fargo Target 2 Kandarp R. Acharya 0.10
    Wells Fargo Target 2 Kandarp R. Acharya 0.10
    Wells Fargo Target 2 Kandarp R. Acharya 0.10
    Wells Fargo Target 2 Kandarp R. Acharya 0.10