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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1018 | 1166 | 1105 | 1257 | 1685 |
Fund Return | 12.57% | 1.76% | 16.62% | 3.38% | 4.68% | 5.35% |
Place in category | 56 | 259 | 79 | 98 | 227 | 45 |
% in Category | 16 | 59 | 19 | 20 | 61 | 15 |
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 Wellesley Income Admiral | 39.81B | 2.11 | 4.52 | 5.30 | ||
Vanguard Tax-Managed Balanced Adm | 10.07B | -2.54 | 7.22 | 7.05 | ||
Vanguard Wellesley Income Inv | 8.24B | 2.09 | 4.45 | 5.23 | ||
American Funds Income Portfolio A | 5.89B | 2.35 | 6.22 | 5.69 | ||
Hartford Balanced Income A | 4.46B | 1.67 | 4.74 | 5.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 10yr Ultra Fut Dec24 Xcbt 20241219 | - | 8.93 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 0.98 | - | - | |
Societe Generale S.A. 8% | - | 0.91 | - | - | |
NVIDIA | US67066G1040 | 0.89 | 135.40 | +0.42% | |
Banco Santander Sa Jr Subordina Regs 12/99 Var | - | 0.82 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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