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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1070 | 1276 | 1446 | 1924 | 3648 |
Fund Return | 3.05% | 6.98% | 27.59% | 13.09% | 13.99% | 13.82% |
Place in category | 572 | 885 | 667 | 336 | 707 | 528 |
% in Category | 49 | 75 | 61 | 36 | 74 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.94B | 2.18 | 7.26 | 9.69 | ||
Wells Fargo Municipal Bond Inst | 4.61B | 0.08 | 0.66 | 2.40 | ||
Wells Fargo Special Mid Cap Value R | 3.57B | 2.20 | 7.38 | 9.80 | ||
Wells Fargo Emerging Markets Equit | 3.25B | 2.24 | -2.38 | 3.46 | ||
Wells Fargo Growth A | 2.78B | 3.34 | 8.71 | 13.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.55B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 9.43 | 228.68 | -0.73% | |
Microsoft | US5949181045 | 8.95 | 408.43 | -0.51% | |
Meta Platforms | US30303M1027 | 7.67 | 736.67 | +1.11% | |
Apple | US0378331005 | 6.90 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 6.02 | 138.85 | +2.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Buy | Neutral | Neutral |
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