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.

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Downloadable resources

FileAction
WELS Balanced Fund Fact Sheet - As of Dec. 31, 2023Download
WELS Endowment Fund Fact Sheet - As of Dec. 31, 2023Download
WELS Equity Fund Fact Sheet - As of Dec. 31, 2023Download
WELS Income Fund Fact Sheet - As of Dec. 31, 2023Download
All WELS Fund Fact Sheets - As of Dec. 31, 2023Download
  • 631.39 KB File Size
  • 5 File Count
  • January 17, 2024 Last Updated