Wealthbuilder Conservative Allocation Fund Quote

WCCFX Fund  USD 8.74  0.02  0.23%   

Performance

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Odds Of Distress

Less than 22

 
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Wealthbuilder Conservative is trading at 8.74 as of the 20th of January 2025; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 8.72. Wealthbuilder Conservative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 20th of January 2025. Click here to learn more.
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. Wealthbuilder Conservative is traded on NASDAQ Exchange in the United States. More on Wealthbuilder Conservative Allocation

Moving together with Wealthbuilder Mutual Fund

  0.83DHICX Wells Fargo AdvantagePairCorr
  0.75VMPYX Wells Fargo AdvantagePairCorr
  0.77VMPAX Wells Fargo AdvantagePairCorr

Wealthbuilder Mutual Fund Highlights

Fund ConcentrationAllspring Global Investments Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Allspring Global Investments (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of October 2022
Fiscal Year EndMay
Wealthbuilder Conservative Allocation [WCCFX] is traded in USA and was established 20th of January 2025. Wealthbuilder Conservative is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Allspring Global Investments family. This fund at this time has accumulated 137.69 M in net assets with no minimum investment requirementsWealthbuilder Conservative is currently producing year-to-date (YTD) return of 0.23% with the current yeild of 0.03%, while the total return for the last 3 years was -1.33%.
Check Wealthbuilder Conservative Probability Of Bankruptcy

Instrument Allocation

Top Wealthbuilder Conservative Allocation Mutual Fund Constituents

IVViShares Core SPEtfLarge Blend
EKHAXWells Fargo HighMutual FundHigh Yield Bond
AGGiShares Core AggregateEtfIntermediate Core Bond
IPBAXInflation Protected Bond FundMutual FundInflation-Protected Bond
MBFAXTotal Return BondMutual FundIntermediate Core Bond
PCRIXCommodityrealreturn Strategy FundMutual FundCommodities Broad Basket
VCITVanguard Intermediate Term CorporateEtfCorporate Bond
WRPRXWells Fargo AlternativeMutual FundMultistrategy
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Wealthbuilder Conservative Risk Profiles

Wealthbuilder Conservative Against Markets

Other Information on Investing in Wealthbuilder Mutual Fund

Wealthbuilder Conservative financial ratios help investors to determine whether Wealthbuilder Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wealthbuilder with respect to the benefits of owning Wealthbuilder Conservative security.
Pair Correlation
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