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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 983 | 1051 | 937 | 1053 | 1300 | 1884 |
Fund Return | -1.71% | 5.12% | -6.3% | 1.72% | 5.38% | 6.54% |
Place in category | 4 | 9 | 19 | 46 | 26 | 29 |
% in Category | 3 | 23 | 31 | 73 | 34 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.11B | 8.23 | 6.22 | 9.50 | ||
Wells Fargo Municipal Bond Inst | 3.48B | -0.58 | -0.90 | 2.57 | ||
Wells Fargo Emerging Markets Equit | 3.27B | 1.58 | -9.33 | 2.34 | ||
Wells Fargo Special Mid Cap Value R | 3.44B | 8.28 | 6.33 | 9.61 | ||
Wells Fargo Special Small Cap Valu | 2.45B | 4.82 | 3.23 | 8.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.03B | 15.13 | 7.49 | 8.45 | ||
Franklin Utilities Adv | 1.18B | 15.16 | 7.64 | 8.61 | ||
Franklin Utilities C | 208.87M | 14.83 | 6.94 | 7.91 | ||
Franklin Utilities R | 92.12M | 14.89 | 7.10 | 8.07 | ||
Franklin Utilities R6 | 226.09M | 15.18 | 7.72 | 8.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 10.27 | 76.70 | -0.45% | |
Southern | US8425871071 | 5.27 | 78.65 | -0.97% | |
Duke Energy | US26441C2044 | 4.94 | 102.86 | -0.33% | |
Sempra Energy | US8168511090 | 4.82 | 75.99 | -0.64% | |
American Electric Power | US0255371017 | 4.59 | 88.70 | -0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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