Fund Fact Sheets

Learn the historic return data, portfolio insights and weightings, and asset allocations for the WELS Funds.


Downloadable resources

FileAction
WELS Balanced Fund Fact Sheet - As of September 30, 2020Download 
WELS Endowment Fund Fact Sheet - As of September 30, 2020Download 
WELS Equity Fund Fact Sheet - As of September 30, 2020Download 
WELS Income Fund Fact Sheet - As of September 30, 2020Download 
All Fund Fact Sheets - As of September 30, 2020Download 
  • 631.39 KB File Size
  • 5 File Count
  • October 22, 2020 Last Updated