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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1052 | 1266 | 940 | 1568 | 3043 |
Fund Return | 8.78% | 5.2% | 26.65% | -2.02% | 9.42% | 11.77% |
Place in category | 274 | 269 | 837 | 1023 | 930 | 601 |
% in Category | 22 | 25 | 67 | 92 | 89 | 72 |
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 Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.52 | 420.21 | -0.19% | |
NVIDIA | US67066G1040 | 8.66 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 8.43 | 184.70 | +0.58% | |
Apple | US0378331005 | 5.72 | 189.87 | +0.02% | |
Meta Platforms | US30303M1027 | 5.54 | 471.91 | -0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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