Moderate growth and income quilt chart

Sources: © 2021 – Morningstar Direct, All Rights Reserved1, and Wells Fargo Investment Institute. Average is calculated as geometric mean. Average is calculated as 15 years from 2006–2020. Portfolios are rebalanced quarterly. The Moderate Growth and Income Liquid (3AG) and 60/40 portfolios are hypothetical. Hypothetical and past performance does not guarantee future results. An index is unmanaged and not available for direct investment. Please see the “Index Definitions and Asset Class Risk Disclosures” link above for the definitions of the indexes that correlate to each asset class.

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