Wells Fargo Funds Trust - Wells Fargo Growth Balanced Fund (NVGBX)
Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
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Wells Fargo Funds Trust - Wells Fargo Growth Balanced Fund
San Francisco CA 94163
525 Market Street
Allspring Funds Trust
800-222-8222
管理資訊
Travis L. Keshemberg,自 2022年3月23日 起的牽頭經辦人
Travis Keshemberg is a senior portfolio manager for the Systematic Edge Multi-Asset team at Allspring Global Investments. In this capacity, he researches, develops, manages, and implements multi-asset investment solutions for Allspring's institutional clients.
Travis joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Wells Fargo Funds Management, where he served as director of research, overlay portfolio manager, and equity investment analyst manager. Before that, Travis worked as an investment consultant for Northwestern Mutual Wealth Management Company and as director of research at Cleary Gull Inc. He began his investment industry career in 1994.
Travis earned a bachelor's degree in finance and a master's degree in applied economics from Marquette University and a master's degree in finance from the University of Wisconsin, Milwaukee. He has earned the right to use the Chartered Financial Analyst® (CFA®), CIPM, and FRM designations and is a member of CFA Society Milwaukee.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Allocation--50% to 70% Equity
基金家族Allspring Global Investments
淨資產185.08M
本年度至今日回報-0.02%
收益率0.22%
晨星評級★★★
成立日期1998年10月13日
基金運作
上次股息0.54
上次資本增益4.00
持股週轉率108.00%
組別平均無
費用與支出
支出NVGBX類別平均
年報支出比率 (淨值)1.12%0.84%
招股書淨支出比率1.12%無
招股書總支出比率1.27%無
最高 12b1 費用無無
最高首次認購費無5.07%
最高遞延銷售費用無1.48%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
