Wells Fargo Index Asset Allocation’s tactical approach doesn’t distinguish it from peers. It retains a Morningstar Analyst Rating of Neutral.
Will SFAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFAAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SFAAX 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 SFAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares SFAAX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether SFAAX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.