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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 889 | 861 | 965 | 1058 | 1612 | 1858 |
Fund Return | -11.14% | -13.94% | -3.46% | 1.91% | 10.02% | 6.39% |
Place in category | 413 | 416 | 394 | 348 | 304 | 188 |
% in Category | 95 | 94 | 96 | 94 | 89 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.05B | -4.63 | 6.11 | 8.31 | ||
Wells Fargo Municipal Bond Inst | 4.45B | -1.13 | 2.30 | 2.39 | ||
Wells Fargo Special Mid Cap Value R | 3.44B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.91B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.57B | -8.00 | 10.58 | 11.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 59.98B | -2.50 | 7.13 | 8.86 | ||
Fidelity Mid Cap Index Fund Institu | 37.69B | -4.41 | 7.08 | 8.81 | ||
Fidelity Extended Market Index Ins | 36.02B | -9.62 | 6.34 | 7.96 | ||
Vanguard Extended Market Index Inst | 31.48B | -9.61 | 6.36 | - | ||
Vanguard Extended Market Idx Adm | 22.54B | -9.62 | 6.31 | 7.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carlisle | US1423391002 | 2.55 | 403.34 | -0.65% | |
Air Lease | US00912X3026 | 2.37 | 58.08 | +1.65% | |
Okta | US6792951054 | 2.17 | 125.54 | -0.71% | |
Marvell | US5738741041 | 2.08 | 61.41 | -1.84% | |
Healthequity Inc | US42226A1079 | 1.96 | 101.18 | +3.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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