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Target Date Investing

Wells Fargo Funds offers target date suites with a unified philosophy: better retirement outcomes.

Our target date philosophy

The ever-changing landscape of plan demographics and participant readiness drives the growing need for varied choices. Our target date philosophy:

  • An unwavering focus on risk—balance long- and short-term risks
  • Goal-oriented glide paths designed to replace a percentage of preretirement income
  • A broad investment universe

Choose the right strategy

 

Wells Fargo Dynamic Target Date Funds

Wells Fargo Target Date Funds

Glide path and equity target at retirement Dynamic Target Date Funds 51% equity allocation at retirement Target Date Funds 40% equity allocation at retirement
Underlying investments Underlying investments two thirds active, one third passive Underlying investments 100% passive
Asset allocation strategy Uses dynamic asset allocation and seeks to tactically manage downside risk without sacrificing upside potential for participants Uses innovative factor-based equity and fixed-income indexes; strategic asset allocation changes over time, focusing on return potential early and capital preservation later in the glide path
Investment minimum $1,000
Subadvisor Wells Capital Management Inc.
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Portfolio management team

Christian L. Chan
Christian Chan, CFA
Kandarp Acharya
Kandarp Acharya, CFA, FRM
Petros Bocray
Petros Bocray, CFA, FRM

The Wells Fargo Asset Management Multi-Asset Solutions team oversees both the Wells Fargo Target Date Fund and Wells Fargo Dynamic Target Date Fund suites, managing more than $6.9 billion in asset allocation strategies and risk-hedging strategies for institutional investors and mutual funds as of December 31, 2016. The Wells Fargo Asset Management Multi-Asset Solutions team is part of Wells Capital Management Inc., the subadvisor for the funds.

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