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 34.99 65.01
    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
    08-22-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 47.45 0.65
    Amazon.com Inc* Consumer Cyclical 28.94 0.64
    Alphabet Inc A* Technology 18.67 0.59
    Microsoft Corp* Technology 19.62 0.53
    Apple Inc* Technology 39.54 0.48
    Visa Inc Class A* Financial Services 34.02 0.35
    Alphabet Inc C* Technology 19.81 0.28
    Fidelity National Information Se* Industrials 21.84 0.28
    The Home Depot Inc* Consumer Cyclical 13.13 0.27
    Mastercard Inc A* Financial Services 30.23 0.25
    Treehouse Foods Inc* Consumer Defensive -2.58 0.25
    Waste Connections Inc* Industrials 23.83 0.25
    Republic Services Inc Class A* Industrials 14.79 0.24
    Microchip Technology Inc* Technology 30.62 0.23
    Burlington Stores Inc* Consumer Defensive 1.92 0.22
    Celgene Corp* Healthcare 12.56 0.22
    Allstate Corp* Financial Services 27.51 0.20
    Kansas City Southern* Industrials 28.77 0.19
    CBRE Group Inc* RealEstate 14.23 0.19
    Molson Coors Brewing Co B* Consumer Defensive -7.68 0.18

    Best 5-Year Relative Performance | More
    08-22-17

    Highest Expenses | More
    08-22-17

    Longest Manager Tenure | More
    08-22-17

    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
    08-22-17

    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