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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 986 | 1213 | 1168 | 1842 | 2633 |
Fund Return | 4.67% | -1.42% | 21.33% | 5.32% | 12.99% | 10.16% |
Place in category | 1110 | 1065 | 1072 | 732 | 823 | 722 |
% in Category | 94 | 91 | 92 | 69 | 79 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.07B | 8.23 | 6.22 | 9.50 | ||
Wells Fargo Municipal Bond Inst | 3.48B | -0.58 | -0.90 | 2.57 | ||
Wells Fargo Emerging Markets Equit | 3.26B | 1.58 | -9.33 | 2.34 | ||
Wells Fargo Special Mid Cap Value R | 3.41B | 8.28 | 6.33 | 9.61 | ||
Wells Fargo Special Small Cap Valu | 2.42B | 4.82 | 3.23 | 8.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.57B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.34 | 187.23 | +0.09% | |
Alphabet C | US02079K1079 | 5.18 | 178.19 | +0.88% | |
Apple | US0378331005 | 4.69 | 207.12 | +7.25% | |
Salesforce Inc | US79466L3024 | 4.12 | 240.99 | -0.35% | |
Mastercard | US57636Q1040 | 3.79 | 449.04 | -0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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