Wells Fargo Asset Allocation. INVESTMENT INSTITUTE | AUGUST 11, 2025 Asset Allocation Spotl

INVESTMENT INSTITUTE | AUGUST 11, 2025 Asset Allocation Spotlight: Comparing the Dot-Com Bubble and Today’s Market by Douglas Beath | Global Investment Strategist of Wells Download our 32-page asset allocation report, Building A Healthy Portfolio in 2025 -Diversify assets -Mitigate risk -Maintain portfolio balance Message me if you have questions. Data from January 1, 2020, to December 31, 2023. Get information about the top portfolio holding of the Wells Fargo Asset Allocation Admin (EAIFX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. In constructing your portfolio, we leverage a four-asset group model that combines equities, fixed A disciplined asset allocation strategy provides diversification — and may potentially smooth out performance over time. We believe that additional volatility could present an opportunity for investors to increase allocations to riskier asset classes or rebalance holdings back to strategic targets. Asset Allocation Spotlight: Top five portfolio ideas for 2026 We believe investors should consider including exposure to innovative technology, digital assets, international assets, and Rich valuations – The price-to-earnings (P/E) multiple for the S&P 500 Index based on forward 12-month earnings estimates is 22. By using what we’ve learned about you, and leveraging asset allocation decisions along with your investment policy statement, we work with you to build, implement, and monitor a core portfolio with access to a broad range of investments and a full spectrum of strategies. There is ample evidence at midyear that, after a few years of narrow growth concentrated within a few key sectors, the potential for more robust growth is broadening. 7x, well above its 10-year moving average, mainly due to expensive This comprehensive report aggregates and analyzes global asset allocation outlooks for 2025 from leading buy-side and sell-side institutions, with A disciplined asset allocation strategy provides diversification — and may potentially smooth out performance over time. Your investment Wells Fargo Investment Institute looks at the key considerations for developing an appropriate asset allocation strategy. Sources: ©Morningstar Direct (1) and Wells Fargo Investment Institute. “It will be important for Wells Fargo Investment Institute remains committed to creating allocations using a disciplined approach that historically has accurately forecast the performance of risk and return. . A disciplined asset allocation strategy provides diversification — and may potentially smooth out performance over time. Performance results for Moderate Asset allocation is the foundation of our investment process. Adding diversifiers like A disciplined asset allocation strategy provides diversification — and may potentially smooth out performance over time.

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