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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1073 | 1239 | 1186 | 1631 | - |
Fund Return | 7.27% | 7.27% | 23.88% | 5.86% | 10.28% | - |
Place in category | 55 | 55 | 92 | 183 | 164 | - |
% in Category | 16 | 16 | 25 | 47 | 43 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.5B | 9.12 | 9.68 | 9.77 | ||
Wells Fargo Special Mid Cap Value R | 3.45B | 9.15 | 9.79 | 9.87 | ||
Wells Fargo Emerging Markets Equit | 3.51B | 1.07 | -8.57 | 2.60 | ||
Wells Fargo Municipal Bond Inst | 3.46B | 0.31 | -0.10 | 2.95 | ||
Wells Fargo Special Small Cap Valu | 2.49B | 7.26 | 5.75 | 8.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 7.13 | 7.31 | 8.87 | ||
DFA US Small Cap Value I | 15.51B | 4.98 | 10.01 | 8.39 | ||
DFA US Targeted Value I | 13.06B | 4.63 | 9.72 | 8.77 | ||
Vanguard Small Cap Value Index I | 5.42B | 7.13 | 7.32 | 8.89 | ||
Victory Sycamore Small Company OppI | 3.24B | 3.84 | 5.47 | 9.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mueller Industries Inc | - | 3.47 | - | - | |
Innospec Inc | - | 3.44 | - | - | |
Eagle Materials Inc | - | 2.97 | - | - | |
Franklin Electric Co Inc | - | 2.91 | - | - | |
J&J Snack Foods Corp | - | 2.60 | - | - |
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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