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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1099 | 1084 | 1017 | 1152 | 1456 |
Fund Return | 0.76% | 9.95% | 8.43% | 0.57% | 2.87% | 3.83% |
Place in category | 27 | 265 | 28 | 348 | 372 | 201 |
% in Category | 8 | 58 | 8 | 78 | 94 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.17B | 4.42 | 5.86 | 9.33 | ||
Wells Fargo Municipal Bond Inst | 3.46B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.31B | -0.04 | -9.71 | 2.42 | ||
Wells Fargo Special Mid Cap Value R | 3.46B | 4.46 | 5.98 | 9.43 | ||
Wells Fargo Special Small Cap Valu | 2.5B | 1.16 | 2.71 | 8.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 8.86B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 6B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.18 | 429.17 | -0.27% | |
Apple | US0378331005 | 1.42 | 190.29 | +0.16% | |
Amazon.com | US0231351067 | 1.35 | 182.02 | -0.07% | |
NVIDIA | US67066G1040 | 1.28 | 1,148.25 | +0.81% | |
ING Groep N.V. 6.75% | XS1956051145 | 1.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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