The investment seeks a combination of current income and capital appreciation. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds ("underlying funds") to pursue its investment objective. It seeks to achieve the Portfolio's investment objective by allocating up to 50% of its assets to stock funds, up to 70% of its assets to bond funds and up to 10% of its assets to alternative investment strategy funds. The Portfolio is a highly diversified investment, consisting of bond, stock and alternative investment strategy funds, with an emphasis on bonds.
Fund filings (PDF) »
Doug Beath (Started: Dec 31, 2006)
Petros Bocray (Started: Oct 1, 2009)
Jeffrey Mellas (Started: Sep 30, 2004)
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Wells Fargo Advantage, 525 Market Street