Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 8.24 / 0.60 %
- Total Assets 123.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.790%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.69%
- Turnover 148%
Morningstar’s Analysis WCCFX
Will WCCFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 5
- Other Holdings 42
- % Assets in Top 10 Holdings 67.4