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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1020 | 1192 | 1143 | 1693 | 2621 |
Fund Return | 2.53% | 1.97% | 19.17% | 4.55% | 11.1% | 10.12% |
Place in category | 1106 | 1018 | 1081 | 587 | 802 | 729 |
% in Category | 91 | 82 | 91 | 56 | 76 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.56B | 4.42 | 5.86 | 9.33 | ||
Wells Fargo Municipal Bond Inst | 3.49B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.56B | -0.04 | -9.71 | 2.42 | ||
Wells Fargo Special Mid Cap Value R | 3.5B | 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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.18B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Vanguard Growth Index Adm | 75.44B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.34 | 185.99 | -0.58% | |
Alphabet C | US02079K1079 | 5.18 | 173.88 | +1.13% | |
Apple | US0378331005 | 4.69 | 189.72 | +1.22% | |
Salesforce Inc | US79466L3024 | 4.12 | 287.57 | +3.89% | |
Mastercard | US57636Q1040 | 3.79 | 458.04 | +0.85% |
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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