4- and 5-Star Funds

The following table lists all Wells Fargo Funds with Class A shares that currently have a four- or five-star Overall Morningstar Rating™. For more complete information on any of the funds listed below, click the fund name to view a fund summary. Or download a prospectus for any of the funds. The following Morningstar ratings are based on risk-adjusted returns and are as of 12-31-2015.

Investing in all mutual funds entails risk. Information about all risks of investing in a Fund is available in the Fund's prospectus.

The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.   

MORNINGSTAR RATINGS – CLASS A
           Overall     3 Year     5 Year     10 Year        Morningstar
Category
 

  Disciplined U.S. Core   Morningstar Rating
out of 1190 funds
  Morningstar Rating
out of 1190 funds
  Morningstar Rating
out of 1042 funds
  Morningstar Rating
out of 754 funds
  Large Value  

  Emerging Markets Equity Income   Morningstar Rating
out of 578 funds
  Morningstar Rating
out of 578 funds
  N/A   N/A   Diversified Emerging Mkts  

  Index Asset Allocation   Morningstar Rating
out of 382 funds
  Morningstar Rating
out of 382 funds
  Morningstar Rating
out of 318 funds
  Morningstar Rating
out of 236 funds
  Aggressive Allocation  

  Moderate Balanced   Morningstar Rating
out of 744 funds
  Morningstar Rating
out of 744 funds
  Morningstar Rating
out of 575 funds
  Morningstar Rating
out of 356 funds
  Conservative Allocation  

  Precious Metals   Morningstar Rating
out of 72 funds
  Morningstar Rating
out of 72 funds
  Morningstar Rating
out of 71 funds
  Morningstar Rating
out of 51 funds
  Equity Precious Metals  

  Special Mid Cap Value   Morningstar Rating
out of 407 funds
  Morningstar Rating
out of 407 funds
  Morningstar Rating
out of 343 funds
  Morningstar Rating
out of 235 funds
  Mid-Cap Value  

  Strategic Municipal Bond   Morningstar Rating
out of 184 funds
  Morningstar Rating
out of 184 funds
  Morningstar Rating
out of 169 funds
  Morningstar Rating
out of 118 funds
  Muni National Short  

For Class A shares, the maximum front-end sales charge is 4.50%. Performance including sales charge assumes the sales charge for the corresponding time period.

The adviser has committed to certain fee waivers and/or expense reimbursements. Without these reductions, the Fund's returns would have been lower and ratings may have been lower. These reductions may be discontinued.

Performance for certain Wells Fargo Funds (each a "Fund") reflects a predecessor fund's performance and may be adjusted to reflect the Fund's sales charges and/or expenses. Predecessor fund information can be found in each Fund's prospectus.

Please note, some of the Morningstar proprietary calculations, including the Morningstar Rating, are not customarily calculated based on adjusted historical returns: however, in some cases, the investment's independent Morningstar Rating metric is compared against the retail mutual fund universe breakpoints to determine its hypothetical rating. The evaluation of this investment does not affect the retail mutual fund data published by Morningstar. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees, unless otherwise indicated), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Other classes may have different performance characteristics. Past performance is no guarantee of future results.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value