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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1059 | 1127 | 1186 | 1625 | 2439 |
Fund Return | 4.42% | 5.89% | 12.75% | 5.86% | 10.19% | 9.33% |
Place in category | 74 | 46 | 255 | 81 | 67 | 30 |
% in Category | 19 | 14 | 63 | 28 | 23 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Municipal Bond Inst | 3.45B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.21B | -0.04 | -9.71 | 2.42 | ||
Wells Fargo Special Mid Cap Value R | 3.47B | 4.46 | 5.98 | 9.43 | ||
Wells Fargo Special Small Cap Valu | 2.48B | 1.16 | 2.71 | 8.25 | ||
Wells Fargo Special Small Cap Valu6 | 2.28B | 1.19 | 2.81 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.27B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.1B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.43B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carlisle | US1423391002 | 3.57 | 402.69 | -0.65% | |
AerCap Holdings NV | NL0000687663 | 3.53 | 92.12 | -1.12% | |
CBRE A | US12504L1098 | 3.15 | 85.64 | -1.10% | |
Arch Capital | BMG0450A1053 | 3.13 | 100.86 | -0.83% | |
Allstate | US0200021014 | 3.05 | 163.42 | -0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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