Wealthbuilder Growth Allocation Fund Quote
| WGCFX Fund | USD 13.65 0.02 0.15% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Wealthbuilder Growth is trading at 13.65 as of the 29th of November 2024; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 13.67. Wealthbuilder Growth has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Wealthbuilder Growth Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. 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. It seeks to achieve the funds investment objective by allocating up to 70 percent of its assets to stock funds, up to 35 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.. More on Wealthbuilder Growth Allocation
Moving together with Wealthbuilder Mutual Fund
Wealthbuilder Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Allspring Global Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Wealthbuilder Growth Allocation [WGCFX] is traded in USA and was established 29th of November 2024. Wealthbuilder Growth is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Allspring Global Investments family. This fund at this time has accumulated 213.3 M in net assets with minimum initial investment of 1 K. Wealthbuilder Growth is currently producing year-to-date (YTD) return of 12.5% with the current yeild of 0.0%, while the total return for the last 3 years was 1.94%.
Check Wealthbuilder Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wealthbuilder Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wealthbuilder Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wealthbuilder Growth Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wealthbuilder Growth Allocation Mutual Fund Constituents
| WFCIX | Wells Fargo Endeavor | Mutual Fund | Large Growth | |
| DODFX | Dodge International Stock | Mutual Fund | Foreign Large Value | |
| IPBAX | Inflation Protected Bond Fund | Mutual Fund | Inflation-Protected Bond | |
| IVV | iShares Core SP | Etf | Large Blend | |
| MBFAX | Total Return Bond | Mutual Fund | Intermediate Core Bond | |
| PCRIX | Commodityrealreturn Strategy Fund | Mutual Fund | Commodities Broad Basket | |
| STFFX | Wells Fargo Large | Mutual Fund | Large Growth | |
| WECRX | Allspring Endeavor Select | Mutual Fund | Large Growth |
Wealthbuilder Growth Risk Profiles
| Mean Deviation | 0.4036 | |||
| Semi Deviation | 0.513 | |||
| Standard Deviation | 0.5348 | |||
| Variance | 0.286 |
Wealthbuilder Growth Against Markets
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Growth 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 Growth security.
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