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
| File | Action |
|---|---|
| WELS Balanced Fund Fact Sheet - As of September 30, 2024 | Download |
| WELS Endowment Fund Fact Sheet - As of September 30, 2024 | Download |
| WELS Equity Fund Fact Sheet - As of September 30, 2024 | Download |
| WELS Income Fund Fact Sheet - As of September 30, 2024 | Download |
| All WELS Fund Fact Sheets - As of September 30, 2024 | Download |
- 631.39 KB File Size
- 5 File Count
- October 28, 2024 Last Updated
