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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1290 | 1030 | 1290 | 1083 | 1733 | 3251 |
Fund Return | 29.01% | 2.97% | 29.01% | 2.7% | 11.62% | 12.51% |
Place in category | 584 | 854 | 584 | 907 | 839 | 597 |
% in Category | 53 | 75 | 53 | 88 | 88 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.16B | 11.95 | 5.37 | 9.18 | ||
Wells Fargo Municipal Bond Inst | 4.58B | 2.46 | -0.22 | 2.53 | ||
Wells Fargo Special Mid Cap Value R | 3.66B | 12.06 | 5.47 | 9.28 | ||
Wells Fargo Emerging Markets Equit | 3.17B | 3.69 | -3.18 | 3.24 | ||
Wells Fargo Special Small Cap Valu6 | 2.19B | 6.96 | 3.30 | 8.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.23B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 69.69B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.75 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 7.92 | 415.06 | +0.02% | |
Amazon.com | US0231351067 | 6.48 | 237.68 | +1.30% | |
Meta Platforms | US30303M1027 | 6.03 | 689.18 | +0.32% | |
Apple | US0378331005 | 4.21 | 236.00 | -0.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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