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Fund Tools

Start building your portfolio of Wells Fargo Advantage Funds® by using the tools below. We'll help you create an asset allocation that's right for you, then we'll help you narrow down your choices and choose funds to fit in your new portfolio.

From there, use the links to your right to open your account today.

Step 1: Develop an Asset Allocation Plan
Use these tools to adjust your asset allocation based on changing circumstances.

Launch Asset AllocationLaunch Asset Allocation for Retirees
 

Step 2: Screen Our Funds
Search for a Wells Fargo Advantage Fund using criteria such as returns, expenses, and minimum investment.

Launch Fund Screener
 

Step 3: Compare Our Funds
Compare funds using basic characteristics, or go more in depth by reviewing risk and risk-adjusted performance.

Launch Basic Fund ComaprisonLaunch Advanced Fund Comparison
 

Step 4: Review Your Fund Holdings
Look at the risk/return potential of your Wells Fargo Advantage Funds portfolio over a one, three, five, or ten year time horizon.

Launch Fund Mixer

Do all of your equity funds look alike? Our Diversification Tool will help you find out how well your equity portfolio is allocated.

Launch Equity Diversification Tool


This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds®, an EdVestSM 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.

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