Your specialist can help you refine plan lineups and develop competitive analysis. We offer retirement shares in many funds across major asset classes and investment styles.
Spotlight on fixed income
Anchor plan lineups with traditional core or core-plus bond funds. Both offer participants stability, broad diversification to help mitigate equity risks, and income potential for retirement.
|Overall Morningstar RatingTM||fi360 Fiduciary Score®
(number of peers)
|Wells Fargo Fund
|Ticker||Category||Qtr||1 year||3 year||5 year||10year|
|Core Plus Bond Fund||STYJX||21||22||–||–||–|
|out of 902 funds||(993)||(934)||(840)||(721)||(463)|
|Intermediate-Term Bond||Intermediate-Term Bond||Growth Fund||SGRHX||32||30||56||–||–|
|out of 1,258 funds||(1,403)||(1,338)||(1,229)||(1,023)||(680)|
|Large Growth||Large Growth|
|Emerging Growth Fund||WEGRX||0||–||–||–||–|
|out of 606 funds||(705)||(676)||(572)||(499)||(341)|
|Small Growth||Small Growth|
|Special Mid Cap Value Fund||WFPRX||23||15||6||6||–|
|out of 373 funds||(409)||(391)||(337)||(271)||(169)|
|Mid-Cap Value||Mid-Cap Value|
|Special Small Cap Value Fund||ESPRX||0||5||11||–||–|
|out of 358 funds||(394)||(372)||(341)||(289)||(181)|
|Small Value||Small Value|
The Overall Morningstar Rating, a weighted average of the 3-, 5-, and 10-year (if applicable) ratings, is based on risk-adjusted returns as of 9-30-18. Past performance is no guarantee of future results.
The weights are: 100% 3-year rating for 36–59 months of total returns, 60% 5-year rating/40% 3-year rating for 60–119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent 3-year period actually has the greatest impact because it is included in all three rating periods.
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fi360 and fi360 Fiduciary Score are registered trademarks of fi360, Inc. The fi360 Fiduciary Score and data are copyright ©2018 fi360, Inc. All rights reserved. Data source is © 2018 Morningstar, Inc. All rights reserved. The information contained herein is reprinted with permission of fi360, Inc. The information (1) is proprietary to fi360, and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither fi360 nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. The fi360 Fiduciary Score should not be used as the sole source of information in an investment decision. Visit www.fi360.com/fi360-Fiduciary-Score for the complete methodology document.