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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1037 | 1188 | 1084 | 1476 | 2210 |
Fund Return | 1.16% | 3.67% | 18.81% | 2.71% | 8.1% | 8.25% |
Place in category | 76 | 92 | 92 | 184 | 174 | 51 |
% in Category | 21 | 22 | 27 | 50 | 46 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.26B | 4.42 | 5.86 | 9.33 | ||
Wells Fargo Municipal Bond Inst | 3.49B | -0.54 | -0.73 | 2.73 | ||
Wells Fargo Emerging Markets Equit | 3.54B | -0.04 | -9.71 | 2.42 | ||
Wells Fargo Special Mid Cap Value R | 3.51B | 4.46 | 5.98 | 9.43 | ||
Wells Fargo Special Small Cap Valu6 | 2.31B | 1.19 | 2.81 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Small Cap Value I | 15.93B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.35B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.29B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Innospec | US45768S1050 | 3.49 | 129.50 | -0.05% | |
Mueller Industries | US6247561029 | 3.41 | 57.50 | -1.32% | |
Eagle Materials | US26969P1084 | 2.89 | 256.37 | -0.71% | |
Franklin Electric | US3535141028 | 2.88 | 99.95 | -0.41% | |
J & J Snack Foods | US4660321096 | 2.76 | 164.15 | -0.86% |
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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