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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1020 | 1110 | 1034 | 1352 | 1521 |
Fund Return | 1.88% | 1.96% | 11.05% | 1.14% | 6.22% | 4.28% |
Place in category | 366 | 204 | 292 | 434 | 311 | 428 |
% in Category | 49 | 30 | 41 | 65 | 49 | 88 |
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% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.77B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allspring Managed Fixed Income | - | 22.04 | - | - | |
Allspring Disciplined US Core R6 | - | 13.60 | - | - | |
Allspring Large Company Value | - | 11.57 | - | - | |
Allspring Discplnd Intl Dev Mkts Port | - | 10.33 | - | - | |
Allspring Diversified Lrg Cp Gr | - | 8.21 | - | - |
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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