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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1026 | 1153 | 1126 | 1502 | 2172 |
Fund Return | 8.71% | 2.64% | 15.31% | 4.03% | 8.48% | 8.07% |
Place in category | 144 | 107 | 141 | 153 | 127 | 60 |
% in Category | 20 | 17 | 19 | 24 | 22 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.3B | 6.60 | 6.72 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 3.54B | 0.75 | -0.59 | 2.71 | ||
Wells Fargo Special Mid Cap Value R | 3.54B | 6.63 | 6.82 | 9.07 | ||
Wells Fargo Emerging Markets Equit | 3.22B | 3.84 | -9.36 | 2.32 | ||
Wells Fargo Special Small Cap Valu | 2.48B | 1.14 | 2.64 | 7.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.99B | 8.74 | 4.86 | 7.94 | ||
Vanguard Wellington Admiral | 99.48B | 8.26 | 4.75 | 8.14 | ||
American Funds American Balanced R6 | 53.16B | 8.91 | 5.19 | 8.27 | ||
Vanguard Balanced Index Adm | 44.64B | 7.89 | 3.60 | 7.94 | ||
Fidelity Balanced K | 42.26B | 10.17 | 5.34 | 9.53 |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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