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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1267 | 1068 | 1323 | 1335 | 1955 | 3098 |
Fund Return | 26.66% | 6.84% | 32.29% | 10.1% | 14.35% | 11.97% |
Place in category | 689 | 752 | 755 | 724 | 663 | 461 |
% in Category | 50 | 57 | 55 | 57 | 58 | 55 |
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 Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.88 | 211.26 | -0.09% | |
NVIDIA | US67066G1040 | 6.54 | 135.40 | +0.42% | |
Microsoft | US5949181045 | 6.05 | 454.27 | +0.25% | |
Amazon.com | US0231351067 | 3.49 | 205.59 | +0.20% | |
Meta Platforms | US30303M1027 | 2.48 | 640.34 | -0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Buy |
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