About the New Funds
The addition of the two Funds expands the team of international equity portfolio managers who support the WealthBuilder Portfolios.
DFA International Small Cap Value Portfolio
The primary objective of the DFA International Small Cap Value Portfolio is to capture the return profile of the international small-cap value asset class by investing in a well-diversified portfolio of securities. Country selection is similar to the group of countries that comprise the MSCI World ex-U.S. Index. DFA seeks to invest in companies whose market capitalizations are in roughly the smallest 10% to15% of the investment universe for each country and are also within the largest 30% of the small cap universe for each country when ranked by book-to-market ratio.
Dodge & Cox International Stock Fund
The Dodge & Cox International Stock Fund invests primarily in a diversified portfolio of equity securities issued by non-U.S. companies from at least three foreign countries, including from emerging markets. The fund focuses on countries whose economic and political systems appear more stable and are believed to provide some protection to foreign shareholders. The fund invests primarily in large, well-established companies based on the standards of the applicable markets.
With these additions, Wells Fargo Advantage WealthBuilder Portfolios now draw on the collective expertise of fund managers from the following fund families:
About Wells Fargo Advantage WealthBuilder Portfolios
Wells Fargo Advantage WealthBuilder Portfolios were first introduced in 1997 and are part of the firm's long history of pioneering asset allocation strategies. The WealthBuilder Portfolios use a fund-of-funds approach composed of both proprietary and nonproprietary mutual funds and offer investors a range of portfolios to match their risk profiles. The portfolio managers apply the disciplines of Tactical Asset Allocation and Tactical Equity Allocation to help manage risk and to capitalize on rotating market cycles.
Balanced funds may invest in stocks and bonds. Stock values fluctuate in response to the activities of individual companies and general market and economic conditions. Bond values fluctuate in response to the financial condition of individual issuers, general market and economic conditions, and changes in interest rates. In general, when interest rates rise, bond values fall and investors may lose principal value. The use of derivatives may reduce returns and/or increase volatility. Certain investment strategies tend to increase the total risk of an investment (relative to the broader market). The WealthBuilder Portfolios are exposed to one or more of the following risks: alternative investment risk, foreign investment risk, high-yield securities risk, mortgage- and asset backed securities risk, and small company investment risk. Consult the Fundís prospectus for additional information on these and other risks.
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.