Seasoned and skilled comanagers Margie Patel and Rob Junkin ply a fundamentals-based approach to selecting securities at Wells Fargo Diversified Capital Builder. Within the fixed-income sleeve, a penchant for high-yield bonds courts more volatility than the typical category peer and may contribute to a rough ride when markets turn tempestuous. The fund maintains a Morningstar Analyst Rating of Neutral across all share classes.
Will EKBAX 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 EKBAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EKBAX 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 EKBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.