Highly experienced and skilled manager Margie Patel and comanager Rob Junkin lead Wells Fargo Diversified Capital Builder with a high-conviction approach that has led to compelling long-term results but courts more risk than the allocation -- 70% to 85% equity Morningstar Category benchmark. The fund maintains a Morningstar Analyst Rating of Neutral.
Will EKBYX 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 EKBYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EKBYX 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 EKBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.