Fund Fact Sheets

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

If you would like to be added to our e-mail list to receive the Fund Fact sheets quarterly, please contact us at WELSFunds@wels.net.


Downloadable resources

FileAction
WELS Balanced Fund Fact Sheet - As of March 31, 2021Download 
WELS Endowment Fund Fact Sheet - As of March 31, 2021Download 
WELS Equity Fund Fact Sheet - As of March 31, 2021Download 
WELS Income Fund Fact Sheet - As of March 31, 2021Download 
All Fund Fact Sheets - As of March 31, 2021Download 
  • 631.39 KB File Size
  • 5 File Count
  • April 16, 2021 Last Updated