Moderate growth and income quilt chart

Sources: © 2023 – Morningstar Direct, All Rights Reserved1, and Wells Fargo Investment Institute. YTD = year to date. Average is calculated as geometric mean. Average is calculated as 15 years from 2009–2023. Blends are rebalanced quarterly. Performance results for Moderate Growth and Income Liquid and the 60/40 blend are calculated using blended index returns. Past performance does not guarantee future results. An index is unmanaged and not available for direct investment. See “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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