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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1042 | 1221 | 1245 | 1812 | 3068 |
Fund Return | 5.9% | 4.19% | 22.13% | 7.58% | 12.63% | 11.86% |
Place in category | 681 | 672 | 687 | 452 | 430 | 244 |
% in Category | 42 | 44 | 47 | 33 | 39 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.26B | 4.42 | 5.86 | 9.33 | ||
Wells Fargo Municipal Bond Inst | 3.48B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.38B | -0.04 | -9.71 | 2.42 | ||
Wells Fargo Special Mid Cap Value R | 3.51B | 4.46 | 5.98 | 9.43 | ||
Wells Fargo Special Small Cap Valu | 2.53B | 1.16 | 2.71 | 8.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.75 | 430.52 | +0.35% | |
Apple | US0378331005 | 5.77 | 190.90 | -0.75% | |
NVIDIA | US67066G1040 | 4.98 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 3.73 | 183.13 | -0.01% | |
Alphabet A | US02079K3059 | 2.24 | 176.38 | -0.83% |
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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