Tools & Calculators

Home Page - Tools & Calculators (retail)

Two New Tools from Morningstar^®
Do you need a fast, convenient way to prepare effective materials for meetings with clients and prospects? Analyze their investment portfolios using our new tools from Morningstar: Morningstar Portfolio Analysis and Morningstar Portfolio Comparison.

Fund Compare
Diversify your clients' portfolio with different asset classes (large, mid or small cap) and investment styles (growth or value).

Asset Allocation Tool
Determine your client's basic asset allocation plan, showing the percentage of money they should consider investing in each asset class (equity and fixed-income), and gauge their risk tolerance.

Education & Retirement
Help your clients determine if they have enough money to send their children to college or how much they need to save for retirement.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds^®, an EdVest^SM program description(PDF), and a tomorrow's scholar^® program description(PDF).

For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

Not FDIC Insured • No Bank Guarantee • May Lose Value

©2010 Wells Fargo Funds Management, LLC. All rights reserved. EdVest and tomorrow's scholar are state-sponsored 529 college savings plan administered by the Wisconsin Office of the State Treasurer. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Advantage Funds, EdVest, tomorrow's scholar plans, and Wells Fargo Managed Account Services. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds and shares in the 529 plan are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.