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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1036 | 1184 | 1073 | 1452 | 2132 |
Fund Return | 1.05% | 3.61% | 18.41% | 2.38% | 7.74% | 7.86% |
Place in category | 84 | 97 | 104 | 211 | 195 | 74 |
% in Category | 22 | 23 | 29 | 55 | 50 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.27B | 4.42 | 5.86 | 9.33 | ||
Wells Fargo Municipal Bond Inst | 3.48B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.34B | -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 | 2.52B | 1.16 | 2.71 | 8.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Small Cap Value I | 15.85B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.31B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.28B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Innospec | US45768S1050 | 3.49 | 130.12 | -0.17% | |
Mueller Industries | US6247561029 | 3.41 | 58.38 | -0.90% | |
Eagle Materials | US26969P1084 | 2.89 | 238.95 | -1.38% | |
Franklin Electric | US3535141028 | 2.88 | 99.04 | -0.25% | |
J & J Snack Foods | US4660321096 | 2.76 | 163.02 | -0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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