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Wells Fargo Funds Trust - Wells Fargo Growth Balanced Fund (NVGBX)

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39.43+0.08 (+0.20%)
As of 08:00PM EDT. Market open.

Wells Fargo Funds Trust - Wells Fargo Growth Balanced Fund

San Francisco CA 94163

525 Market Street

Allspring Funds Trust

800-222-8222
Management information
Travis L. Keshemberg,Lead manager since 23 March 2022
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.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyAllspring Global Investments
Net assets185.08M
YTD return-0.02%
Yield0.22%
Morningstar rating★★★
Inception date13 Oct 1998

Fund operations

Last dividend0.54
Last cap gain4.00
Holdings turnover108.00%
Average for categoryN/A

Fees and expenses

ExpenseNVGBXCategory average
Annual report expense ratio (net)1.12%0.84%
Prospectus net expense ratio1.12%N/A
Prospectus gross expense ratio1.27%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A