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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1148 | 1019 | 1307 | 1035 | 1744 | 3151 |
Fund Return | 14.85% | 1.89% | 30.66% | 1.15% | 11.77% | 12.16% |
Place in category | 320 | 689 | 698 | 992 | 896 | 573 |
% in Category | 26 | 61 | 58 | 90 | 86 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.08B | 8.23 | 6.22 | 9.50 | ||
Wells Fargo Municipal Bond Inst | 3.48B | -0.58 | -0.90 | 2.57 | ||
Wells Fargo Emerging Markets Equit | 3.25B | 1.58 | -9.33 | 2.34 | ||
Wells Fargo Special Mid Cap Value R | 3.42B | 8.28 | 6.33 | 9.61 | ||
Wells Fargo Special Small Cap Valu | 2.41B | 4.82 | 3.23 | 8.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.67B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
JPMorgan Large Cap Growth R6 | 58.9B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.52 | 432.68 | +1.12% | |
NVIDIA | US67066G1040 | 8.66 | 120.91 | -0.72% | |
Amazon.com | US0231351067 | 8.43 | 187.23 | +0.09% | |
Apple | US0378331005 | 5.72 | 207.12 | +7.25% | |
Meta Platforms | US30303M1027 | 5.54 | 507.47 | +0.97% |
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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