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|
|International Equity Fund||WFEHX||23||21||–||–||–|
|out of 598 funds||(673)||(622)||(518)||(452)||(243)|
|Foreign Large Blend||Foreign Large Blend||Core Plus Bond Fund||STYJX||19||18||–||–||–|
|out of 852 funds||(947)||(910)||(777)||(691)||(441)|
|Intermediate-Term Bond||Intermediate-Term Bond||Disciplined U.S. Core Fund||EVSRX||0||4||–||–||–|
|out of 1218 funds||(1,334)||(1,262)||(1087)||(970)||(640)|
|Large Blend||Large Blend|
|C&B Large Cap Value Fund||CBEJX||52<||43||–||–||–|
|out of 1108 funds||(1,235)||(1,139)||(961)||(858)||(548)|
|Large Value||Large Value|
|Special Mid Cap Value Fund||WFPRX||0||3||3||–||–|
|out of 363 funds||(405)||(370)||(320)||(278)||(170)|
|Mid-Cap Value||Mid-Cap Value||Discovery Fund||WFDRX||0||18||30||–||–|
|out of 563 funds||(616)||(590)||(517)||(460)||(292)|
|Mid-Cap Growth||Mid-Cap Growth|
|Special Small Cap Value Fund||ESPRX||9||13||10||–||–|
|out of 336 funds||(368)||(352)||(320)||(259)||(155)|
|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 9-30-17. Past performance is no guarantee of future results.
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fi360 and fi360 Fiduciary Score are registered trademarks of fi360, Inc. The fi360 Fiduciary Score and data are copyright ©2017 fi360, Inc. All rights reserved. Data source is © 2017 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.