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 December 31, 2024Download
WELS Endowment Fund Fact Sheet - As of December 31, 2024Download
WELS Equity Fund Fact Sheet - As of December 31, 2024Download
WELS Income Fund Fact Sheet - As of December 31, 2024Download
All WELS Fund Fact Sheets - As of December 31, 2024Download
  • 631.39 KB File Size
  • 5 File Count
  • January 20, 2025 Last Updated