Wealthbuilder Growth Balanced Fund Quote

WGBAX Fund  USD 12.23  0.04  0.33%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Wealthbuilder Growth is trading at 12.23 as of the 24th of March 2025; that is 0.33% up since the beginning of the trading day. The fund's open price was 12.19. Wealthbuilder Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 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. Wealthbuilder Growth is traded on NASDAQ Exchange in the United States. More on Wealthbuilder Growth Balanced

Wealthbuilder Mutual Fund Highlights

Fund ConcentrationAllspring Global Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Allspring Global Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of October 2022
Fiscal Year EndMay
Wealthbuilder Growth Balanced [WGBAX] is traded in USA and was established 24th of March 2025. Wealthbuilder Growth is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Allspring Global Investments family. This fund at this time has accumulated 383.65 M in net assets with no minimum investment requirementsWealthbuilder Growth is currently producing year-to-date (YTD) return of 0.74% with the current yeild of 0.03%, while the total return for the last 3 years was 4.1%.
Check Wealthbuilder Growth Probability Of Bankruptcy

Instrument Allocation

Top Wealthbuilder Growth Balanced Mutual Fund Constituents

STFFXWells Fargo LargeMutual FundLarge Growth
VCITVanguard Intermediate Term CorporateEtfCorporate Bond
DODFXDodge International StockMutual FundForeign Large Value
IPBAXInflation Protected Bond FundMutual FundInflation-Protected Bond
IVViShares Core SPEtfLarge Blend
MBFAXTotal Return BondMutual FundIntermediate Core Bond
PCRIXCommodityrealreturn Strategy FundMutual FundCommodities Broad Basket
WGCRXAllspring Global InvestmentMutual FundCorporate Bond
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Wealthbuilder Growth Risk Profiles

Wealthbuilder Growth Against Markets

Other Information on Investing in Wealthbuilder Mutual Fund

Wealthbuilder Growth 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 Growth security.
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