The managers running Wells Fargo Asset Allocation have a long tenure working together, but they sit within an unsteady team and employ an ambitious tactical allocation process that can be difficult to execute consistently. The fund retains a Morningstar Analyst Rating of Neutral for all share classes.
Will EACFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EACFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EACFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of EACFX’s parent organization’s priorities and whether they’re in line with investors’ interests.