Fund Fact Sheets

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

PORTFOLIO CHANGES
You will notice two new names added to the WELS Funds targeted holdings. In June 2021, the WELS Investment Funds Board of Directors approved portfolio changes after several months of study and portfolio modeling conducted by Vanguard Institutional Advisory Services. The analysis showed that replacing Mid-Cap Growth and Windsor II with Vanguard PRIMECAP Core and Vanguard Equity-Income Fund will add investment management styles to the WELS Funds that better support the board’s goal of enhancing long-term performance.

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Downloadable resources

FileAction
WELS Balanced Fund Fact Sheet - As of September 30, 2021Download
WELS Endowment Fund Fact Sheet - As of September 30, 2021Download
WELS Equity Fund Fact Sheet - As of September 30, 2021Download
WELS Income Fund Fact Sheet - As of September 30, 2021Download
All WELS Fund Fact Sheets - As of September 30, 2021Download
  • 631.39 KB File Size
  • 5 File Count
  • October 25, 2021 Last Updated