Equity Diversification Tool

Step 1: Review Your Holdings

Is your equity portfolio diversified?  Take our 3-minute exercise to find out.

Holding a diversified portfolio is one way to help ensure your holdings are spread across various areas of the market, including those that are under or outperforming. One way to determine the style and size for each of your Wells Fargo Advantage Funds is to look at the individual Style Box for your holdings. 

To find out how well your equity portfolio is allocated, please select the funds you own from the list below. This fund listing is limited to equity funds offered directly by Wells Fargo Advantage Funds.

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Stock fund values fluctuate in response to the activities of individual companies and general market and economic conditions. Some funds, including nondiversified funds and funds investing in foreign investments, small and mid cap stocks, and/or more volatile segments of the economy, entail additional risk and may not be appropriate for all investors. Consult a Fund's prospectus for additional information on these and other risks.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

Wells Fargo Advantage Funds

  • Individual Investors · 1-800-359-3379
  • Investment Professionals · 1-888-877-9275
  • Institutional Sales Professionals · 1-866-765-0778