Fund Fact Sheets
Learn the historic return data, portfolio insights and weightings, and asset allocations for the WELS Funds. Click on the blue "download" buttons below to view, download, and print each Fund Fact sheet.
If you would like to be added to our e-mail list to receive the Fund Fact sheets quarterly, please contact us at [email protected].
Downloadable resources
| File | Action |
|---|---|
| WELS Balanced Fund Fact Sheet - As of March 31, 2024 | Download |
| WELS Endowment Fund Fact Sheet - As of March 31, 2024 | Download |
| WELS Equity Fund Fact Sheet - As of March 31, 2024 | Download |
| WELS Income Fund Fact Sheet - As of March 31, 2024 | Download |
| All WELS Fund Fact Sheets - As of March 31, 2024 | Download |
- 631.39 KB File Size
- 5 File Count
- April 22, 2024 Last Updated
