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.
Wells Fargo Diversified Cap Bldr Inst EKBYX
NAV / 1-Day Return
12.56
/
0.72
%
Total Assets
1.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.780%
Expense Ratio
0.780%
Fee Level
Average
Longest Manager Tenure
13.94
years
Category
Allocation--70% to 85% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Low / ModerateStatus
Open
TTM Yield
1.15%
Turnover
44%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will EKBYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of EKBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A thrilling ride has rewarded the tenacious investor.
