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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1063 | 1307 | 1323 | 1710 | 2878 |
Fund Return | 8.88% | 6.33% | 30.69% | 9.77% | 11.33% | 11.15% |
Place in category | 2 | 7 | 2 | 3 | 4 | 2 |
% in Category | 1 | 3 | 1 | 1 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.1B | 4.42 | 5.86 | 9.33 | ||
Wells Fargo Municipal Bond Inst | 3.46B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.33B | -0.04 | -9.71 | 2.42 | ||
Wells Fargo Special Mid Cap Value R | 3.43B | 4.46 | 5.98 | 9.43 | ||
Wells Fargo Special Small Cap Valu | 2.48B | 1.16 | 2.71 | 8.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.3B | 1.53 | 3.31 | 6.19 | ||
Vanguard LifeStrategy Growth Inv | 20.47B | 2.58 | 2.42 | 7.40 | ||
American Funds Income Fund of A R6 | 19.61B | 1.65 | 3.61 | 6.49 | ||
American Funds Income Fund of Ame | 12.91B | 1.62 | 3.51 | 6.38 | ||
American Funds Growth and Inc A | 11.39B | 3.24 | 3.65 | 7.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 5.25 | 175.90 | -0.28% | |
Broadcom | US11135F1012 | 5.13 | 1,390.67 | -1.54% | |
Leidos | US5253271028 | 4.32 | 145.72 | -1.26% | |
AMD | US0079031078 | 4.20 | 165.14 | -3.77% | |
Microsoft | US5949181045 | 4.19 | 429.17 | -0.27% |
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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