Wells Fargo Spectrum Fund Quote
WGBIX Fund | USD 13.60 0.04 0.29% |
PerformanceSolid
| Odds Of DistressLow
|
Wells Fargo is trading at 13.60 as of the 20th of September 2025; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 13.56. Wells Fargo has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of June 2025 and ending today, the 20th of September 2025. Click here to learn more.
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 55 percent of its assets to stock funds, up to 45 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.. More on Wells Fargo Spectrum
Moving together with Wells Mutual Fund
Wells Mutual Fund Highlights
Fund Concentration | Allspring Global Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity, Allspring Global Investments (View all Sectors) |
Update Date | 30th of September 2025 |
Expense Ratio Date | 1st of October 2022 |
Fiscal Year End | May |
Wells Fargo Spectrum [WGBIX] is traded in USA and was established 20th of September 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Allspring Global Investments family. This fund at this time has accumulated 378.21 M in net assets with minimum initial investment of 1000 K. Wells Fargo Spectrum is currently producing year-to-date (YTD) return of 8.09% with the current yeild of 0.03%, while the total return for the last 3 years was 9.07%.
Check Wells Fargo Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wells Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wells Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wells Fargo Spectrum Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wells Fargo Spectrum Mutual Fund Constituents
DODFX | Dodge International Stock | Mutual Fund | Foreign Large Value | |
IPBAX | Inflation Protected Bond Fund | Mutual Fund | Inflation-Protected Bond | |
IVV | iShares Core SP | Etf | Large Blend | |
MBFAX | Total Return Bond | Mutual Fund | Intermediate Core Bond | |
PCRIX | Commodityrealreturn Strategy Fund | Mutual Fund | Commodities Broad Basket | |
WGCRX | Allspring Global Investment | Mutual Fund | Corporate Bond | |
WRPRX | Wells Fargo Alternative | Mutual Fund | Multistrategy | |
WSINX | Wells Fargo Strategic | Mutual Fund | Multisector Bond |
Wells Fargo Spectrum Risk Profiles
Mean Deviation | 0.3349 | |||
Standard Deviation | 0.4192 | |||
Variance | 0.1758 | |||
Downside Variance | 0.152 |
Wells Fargo Against Markets
Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.
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