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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1128 | 1040 | 1328 | 1347 | 1864 | 2816 |
Fund Return | 12.8% | 3.98% | 32.81% | 10.43% | 13.26% | 10.91% |
Place in category | 6 | 30 | 9 | 5 | 6 | 4 |
% in Category | 2 | 10 | 4 | 2 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.08B | 8.23 | 6.22 | 9.50 | ||
Wells Fargo Special Mid Cap Value R | 3.38B | 8.28 | 6.33 | 9.61 | ||
Wells Fargo Municipal Bond Inst | 3.5B | -0.57 | -0.90 | 2.57 | ||
Wells Fargo Emerging Markets Equit | 3.29B | 1.58 | -9.33 | 2.34 | ||
Wells Fargo Special Small Cap Valu | 2.36B | 4.82 | 3.23 | 8.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 75.22B | 4.06 | 3.36 | 6.30 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.47 | 3.27 | 7.60 | ||
American Funds Income Fund of A R6 | 20.1B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 13.11B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.68B | 6.58 | 4.29 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 5.37 | 179.63 | +1.89% | |
Broadcom | US11135F1012 | 5.06 | 1,658.47 | -4.39% | |
Leidos | US5253271028 | 4.38 | 146.57 | +0.38% | |
Microsoft | US5949181045 | 4.31 | 449.78 | +0.92% | |
AMD | US0079031078 | 4.27 | 161.28 | -0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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