Objective & Strategy:
The fund seeks to generate income, preserve capital, and provide long-term capital appreciation by investing in a diversified portfolio of fixed income instruments. The fund primarily invests in investment grade debt securities, but may invest a portion of its assets in high-yield securities. The fund may invest in derivative instruments or in mortgage- or asset-backed securities. The fund combines active and passive management.
Wells Fargo Asset Management 50%
BlackRock Core Alpha 25%
BlackRock Index 25%
Total Asset-Based Fee:
- Bloomberg Barclays U.S. Aggregate Bond Index
View the Fund Fact Sheet