Wells Fargo Diversified Income Builder continues to evolve after a strategy overhaul in early 2018. The fund retains its Morningstar Analyst Rating of Neutral for all share classes.
Wells Fargo Diversified Income Bldr C EKSCX
NAV / 1-Day Return
6.44
/
0.62
%
Total Assets
637.9 Mil
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.
1.610%
Expense Ratio
1.610%
Fee Level
Average
Longest Manager Tenure
14.06
years
Category
Allocation--15% to 30% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Low / LimitedStatus
Open
TTM Yield
2.39%
Turnover
39%
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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 EKSCX 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 EKSCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EKSCX 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 EKSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
It’s too soon to tell whether recent changes are an improvement.
