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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1058 | 1124 | 1175 | 1598 | 2358 |
Fund Return | 4.3% | 5.8% | 12.37% | 5.52% | 9.83% | 8.96% |
Place in category | 81 | 55 | 263 | 106 | 87 | 43 |
% in Category | 21 | 15 | 65 | 33 | 27 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.29B | 4.42 | 5.86 | 9.33 | ||
Wells Fargo Municipal Bond Inst | 3.49B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.41B | -0.04 | -9.71 | 2.42 | ||
Wells Fargo Special Mid Cap Value R | 3.52B | 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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.4B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.31B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.56B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carlisle | US1423391002 | 3.57 | 419.11 | +0.35% | |
AerCap Holdings NV | NL0000687663 | 3.53 | 92.13 | +0.71% | |
CBRE A | US12504L1098 | 3.15 | 90.31 | -1.05% | |
Arch Capital | BMG0450A1053 | 3.13 | 100.80 | -0.19% | |
Allstate | US0200021014 | 3.05 | 168.44 | -0.63% |
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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