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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1136 | 1108 | 1129 | 1588 | 2122 |
Fund Return | 0% | 13.63% | 10.81% | 4.12% | 9.69% | 7.81% |
Place in category | 110 | 153 | 95 | 120 | 57 | 61 |
% in Category | 55 | 76 | 45 | 66 | 27 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.42B | 15.32 | 8.81 | 9.67 | ||
Wells Fargo Municipal Bond Inst | 4.5B | 2.25 | -0.26 | 2.70 | ||
Wells Fargo Special Mid Cap Value R | 3.83B | 15.41 | 8.92 | 9.77 | ||
Wells Fargo Emerging Markets Equit | 3.44B | 6.01 | -6.19 | 2.06 | ||
Wells Fargo Growth A | 2.76B | 21.54 | -1.21 | 12.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.02B | 16.11 | 3.57 | 10.10 | ||
JHVIT Strategic Equity Allocation T | 7.35B | 15.74 | 6.49 | 9.52 | ||
JPMorgan Investor Growth A | 4.6B | 14.45 | 5.41 | 9.20 | ||
Franklin Mutual Shares Z | 4.16B | 13.05 | 6.43 | 6.26 | ||
Franklin Mutual Shares A | 2.82B | 12.87 | 6.18 | 5.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allspring Disciplined Large Cap | - | 31.75 | - | - | |
ishares S&P 500 | US4642872000 | 19.00 | 575.69 | +0.91% | |
iShares Core MSCI EAFE ETF | - | 13.06 | - | - | |
Allspring Discplnd Intl Dev Mkts Port | - | 10.45 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 4.54 | - | - |
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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