Wealthbuilder Conservative Allocation Fund Quote
| WCCFX Fund | USD 8.91 0.01 0.11% |
PerformanceOK
| Odds Of DistressLow
|
Wealthbuilder Conservative is trading at 8.91 as of the 4th of July 2025; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 8.9. Wealthbuilder Conservative has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of April 2025 and ending today, the 4th of July 2025. Click here to learn more.
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 20 percent of its assets to stock funds, at least 65 percent and up to 85 percent of its assets to bond funds, up to 20 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.. More on Wealthbuilder Conservative Allocation
Moving together with WealthBuilder Mutual Fund
WealthBuilder Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Blend Funds, Allocation--15% to 30% Equity, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Wealthbuilder Conservative Allocation [WCCFX] is traded in USA and was established 4th of July 2025. Wealthbuilder Conservative is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Allspring Global Investments family. This fund at this time has accumulated 137.69 M in net assets with no minimum investment requirementsWealthbuilder Conservative is currently producing year-to-date (YTD) return of 1.41% with the current yeild of 0.03%, while the total return for the last 3 years was 1.38%.
Check Wealthbuilder Conservative Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WealthBuilder Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WealthBuilder Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wealthbuilder Conservative Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wealthbuilder Conservative Allocation Mutual Fund Constituents
| IVV | iShares Core SP | Etf | Large Blend | |
| EKHAX | Wells Fargo High | Mutual Fund | High Yield Bond | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| IPBAX | Inflation Protected Bond Fund | Mutual Fund | Inflation-Protected Bond | |
| MBFAX | Total Return Bond | Mutual Fund | Intermediate Core Bond | |
| PCRIX | Commodityrealreturn Strategy Fund | Mutual Fund | Commodities Broad Basket | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| WGCRX | Allspring Global Investment | Mutual Fund | Corporate Bond |
Wealthbuilder Conservative Risk Profiles
| Mean Deviation | 0.2452 | |||
| Semi Deviation | 0.3295 | |||
| Standard Deviation | 0.348 | |||
| Variance | 0.1211 |
Wealthbuilder Conservative Against Markets
Other Information on Investing in WealthBuilder Mutual Fund
Wealthbuilder Conservative financial ratios help investors to determine whether WealthBuilder Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WealthBuilder with respect to the benefits of owning Wealthbuilder Conservative security.
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