Summary
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The fund is a feeder fund that invests substantially all of its assets in the Emerging Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
Also, the fund may invest in additional master portfolios, in other Wells Fargo Funds, or directly in a portfolio of securities.
The sub-adviser’s investment process starts w
Link
Directors
Aug 7, 2023- James G. Polisson
- Timothy J. Penny
- Isaiah Harris, Jr.
- Olivia S. Mitchell
- David F. Larcker
- Pamela Wheelock
- Jane A. Freeman
- William R. Ebsworth
Chief Compliance Officer
- Christopher Baker
Fund Manager(s)
- Thomas Ognar
- David Nazaret
- Robert Gruendyke
Price
Company Name |
Holding |
Allspring Emerging Growth Portfolio | 99.97 % |
More |
Documents
Performance
YTD
6%
3 Year
-51.85%
5 Year
-24.15%
Best
49.51%
2013
Worst
-34.69%
2022
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
Q1 | 10.4% | 5.6% | -15.1% | 0.7% | -22.7% | 16.1% | 8.1% | 8.4% | -10% | 9.1% |
Q2 | -5.1% | 3.4% | -25% | 54.6% | 42.7% | 5.9% | 12.3% | 6% | 9% | 4% |
Q3 | - | -11.9% | - | -29.1% | -8.8% | -9.4% | 8.8% | 5.4% | 10.4% | -16.9% |
Q4 | - | 9.2% | 2.6% | -3.3% | -11.8% | 5.4% | -20.8% | 2.6% | -1% | 2.4% |
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.6% | 10.2% | 0.8% | -4% | - | - | - | - | - | - | - | - |
2023 | 7.9% | 0.3% | -2.5% | -2.9% | -1.6% | 8.1% | 0.6% | -6% | -6.8% | -9.5% | 11.2% | 7.7% |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
---|---|---|---|---|---|---|---|---|---|---|---|
6% | 4% | -35% | -25% | 27% | 18% | 1% | 26% | 7% | -4% |
Alpha
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
WEMAX | 6% | 4% | -35% | -25% | 27% | 18% | 1% | 26% | 7% | -4% |
Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
Alpha | 6% | 4% | -3% | -28% | -7% | -9% | 11% | 4% | -3% | -1% |