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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1042 | 1187 | 1191 | 1658 | 2391 |
Fund Return | 2.85% | 4.2% | 18.71% | 6.01% | 10.64% | 9.11% |
Place in category | 168 | 99 | 64 | 114 | 44 | 48 |
% in Category | 86 | 50 | 30 | 66 | 20 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.02B | -4.63 | 6.11 | 8.31 | ||
Wells Fargo Municipal Bond Inst | 4.43B | -1.13 | 2.30 | 2.39 | ||
Wells Fargo Special Mid Cap Value R | 3.43B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.9B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.56B | -8.00 | 10.58 | 11.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.8B | -3.70 | 11.04 | 9.54 | ||
JHVIT Strategic Equity Allocation T | 6.88B | -0.28 | 10.33 | 9.07 | ||
Franklin Mutual Shares Z | 3.93B | -1.48 | 7.14 | 5.61 | ||
American Funds Growth Portfolio 52A | 3.02B | -3.67 | 11.00 | 9.50 | ||
Franklin Mutual Shares A | 2.63B | -1.55 | 6.88 | 5.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allspring Disciplined Large Cap | - | 24.20 | - | - | |
ishares S&P 500 | US4642872000 | 16.95 | 585.67 | -1.66% | |
iShares Core MSCI EAFE ETF | - | 10.18 | - | - | |
Ultra 10 Year US Treasury Note Future Mar 25 | - | 9.39 | - | - | |
Allspring Discplnd Intl Dev Mkts Port | - | 8.16 | - | - |
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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