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EKBBX Wells Fargo Diversified Cap Bldr B

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Fund EKBBX Wells Fargo Diversified Cap Bldr B
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Similarity
?
100%
Annual Fees
?
$199.19
(1.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$23,207.03
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 18.86%
3 YR 10.41%
5 YR 12.39%
10 YR 5.28%
Description
The investment seeks long-term total return, consisting of capital appreciation and current income. The fund normally invests up to 90% of its total assets in equity securities. It selects equity securities of companies of any size. The fund invests up to 30% of its total assets in corporate debt securities that are below investment-grade. For the debt portfolio, it invests principally in below investment-grade debt securities of corporate issuers. The fund may invest up to 25% of its total assets in foreign equity and debt securities. The target allocation ranges of its investments are 70% to 90% in equity securities and 10% to 30% in debt securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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