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Wells Fargo Diversified Cap Bldr Inst EKBYX

Analyst rating as of
NAV / 1-Day Return
11.81  /  0.51 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Average
Longest Manager Tenure
13.74 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
1.43%
Turnover
44%
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Morningstar’s Analysis

Will EKBYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A thrilling ride has rewarded the tenacious investor.

Summary

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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.

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