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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1089 | 1361 | 1435 | 1945 | 3724 |
Fund Return | 3.43% | 8.91% | 36.11% | 12.8% | 14.23% | 14.05% |
Place in category | 418 | 538 | 157 | 395 | 688 | 491 |
% in Category | 38 | 46 | 15 | 42 | 72 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.98B | -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 | 3.41B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.93B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.55B | -8.00 | 10.58 | 11.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.12B | -4.70 | 13.98 | 12.57 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Vanguard Growth Index Adm | 81.91B | -7.50 | 15.47 | 14.47 | ||
JPMorgan Large Cap Growth R6 | 67.9B | -6.48 | 16.50 | 16.50 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.37 | 454.27 | +0.25% | |
NVIDIA | US67066G1040 | 6.26 | 135.40 | +0.42% | |
Meta Platforms | US30303M1027 | 6.23 | 640.34 | -0.55% | |
Amazon.com | US0231351067 | 5.65 | 205.59 | +0.20% | |
Broadcom | US11135F1012 | 3.03 | 228.61 | -1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Strong Buy | Buy | Sell |
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