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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1230 | 1066 | 1341 | 1192 | 1977 | 3448 |
Fund Return | 23.05% | 6.57% | 34.09% | 6.03% | 14.6% | 13.18% |
Place in category | 223 | 508 | 139 | 438 | 665 | 451 |
% in Category | 20 | 47 | 15 | 47 | 64 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.34B | 16.30 | 10.14 | 10.26 | ||
Wells Fargo Municipal Bond Inst | 4.58B | 3.27 | 0.34 | 2.77 | ||
Wells Fargo Special Mid Cap Value R | 3.84B | 16.39 | 10.25 | 10.37 | ||
Wells Fargo Emerging Markets Equit | 3.3B | 12.42 | -2.46 | 3.47 | ||
Wells Fargo Growth A | 2.76B | 25.29 | 1.52 | 12.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 148.69B | 22.91 | 7.56 | 13.48 | ||
Fidelity Contrafund | 128.94B | 31.29 | 12.42 | 15.24 | ||
Fidelity Contrafund K | 128.94B | 31.38 | 12.49 | 15.34 | ||
Vanguard Growth Index Adm | 84.02B | 24.02 | 10.46 | 15.54 | ||
JPMorgan Large Cap Growth R6 | 64.64B | 27.39 | 11.64 | 17.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.38 | 428.15 | +0.81% | |
NVIDIA | US67066G1040 | 9.79 | 141.54 | +0.80% | |
Apple | US0378331005 | 7.87 | 231.41 | +0.36% | |
Amazon.com | US0231351067 | 7.46 | 187.83 | +0.78% | |
Meta Platforms | US30303M1027 | 6.14 | 573.25 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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