Fund Fact Sheets

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


Downloadable resources

FileAction
WELS Endowment Fund Fact Sheet - As of June 30, 2019Download 
WELS Balanced Fund Fund Fact Sheet - As of June 30, 2019Download 
WELS Equity Fund Fact Sheet - As of June 30, 2019Download 
WELS Income Fund Fact Sheet - As of June 30, 2019Download 
  • 631.39 KB File Size
  • 4 File Count
  • August 8, 2019 Last Updated