Fund Fact Sheets

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  • Version
  • 348 Download
  • 631.39 KB File Size
  • 5 File Count
  • July 20, 2018 Create Date
  • January 14, 2019 Last Updated
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Learn the historic return data, portfolio insights and weightings, and asset allocations for the WELS Funds.


FileAction
WELS Income Fund Fact Sheet - As of December 31, 2018Download 
WELS Equity Fund Fact Sheet - As of December 31, 2018Download 
WELS Endowment Fund Fact Sheet - As of December 31, 2018Download 
WELS Balanced Fund Fact Sheet - As of December 31, 2018Download 
New Investment Option for Endowment Funds Download