WFGYX Rating, Research - Wells Fargo Advantage Dj Target 2025 Inv

Wells Fargo Advantage Dj Target 2025 Inv (wfgyx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 175

Threats + Weaknesses = 96

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wfgyx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wells Fargo Advantage Dj Target 2025 Inv (WFGYX) Description: WFGYX is a mutual fund, which is an investment that owns a basket of assets. The WFGYX mutual fund was provided by Wells Fargo and this investment vehicle derives the majority of its value from equity holdings (stocks). Wells Fargos mutual fund has a medium management tenure and is in the average fund size classification. WFGYXs minimum initial investment amount is $2500 while the IRA minimum is $1000. WFGYXs expense ratio is roughly 1%. The latest WFGYXs front end load was 0% and the back end load was 0%. The Wells Fargo Advantage Dj Target 2025 Inv (WFGYX) mutual fund falls under the target date 2021-2025 category. WFGYX focuses its investments in USA and WFGYX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Dj Target 2025 Inv (WFGYX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WFGYXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WFGYXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide growth of capital and current income. The fund primarily invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2050. It allocates approximately 90% of assets to stocks (see stock research) and 10% to bonds.

Management Analysis Update

Performance Analysis Update