Experience real-time quotes &

news with the most powerful

iPhone application for investors.

Get the FREE DailyFinance iPhone application

  • Prev. Nav 10.74 11/9/09  
    Current Offer 11.18  
    YTD Return
    22.90% 10/31/09  
    52-Wk Low 6.13
    52-Wk High 11.31  
    Range 5.18  
    Total Assets
    344.10 M  
     
  • WBGAX is experiencing normal news volume

    Real-Time Headlines: WBGAX

    Customize
    • -

            • Set and Manage Alerts

              Alert me if
            • Related Information: WBGAX

              Fund Profile: WBGAX

              The investment seeks long-term capital appreciation with no emphasis on income.

              The fund invests at least 80% of assets in equity securities (through investment in underlying funds). It is a diversified equity investment that consists of mutual funds that employ different and complementary investment styles to provide potential for growth. These equity styles include, large company growth, large company value, small company, and international equity securities.

              • Fund Manager:
                Galen G Blomster , since 10/1/97
              • Fund Inception:
                10/1/97
              • Fund Ratings & Risk:
                View Ratings & Risk
              • Composition:
                STOCK (94.87%), BONDS (0.12%), CASH (4.94%), OTHER (0.08%)

              Top Fund Holdings: WBGAX

              Name % of Total Fund Assets
              S&P 500 FUTURE SEP09 () 30.11 %
              EMINI MSCI EAFE SEP09 () 20.71 %
              Russell 2000 Mini Sep 09 () 15.23 %
              Thornburg International Value I () 9.45 %
              MFS Value I () 7.87 %
              View Holdings