
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1088 | 1355 | 1417 | 1901 | 3559 |
Fund Return | 3.45% | 8.82% | 35.5% | 12.32% | 13.71% | 13.54% |
Place in category | 417 | 556 | 179 | 475 | 731 | 558 |
% in Category | 38 | 47 | 18 | 49 | 76 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.94B | 2.18 | 7.26 | 9.69 | ||
Wells Fargo Municipal Bond Inst | 4.61B | 0.08 | 0.66 | 2.40 | ||
Wells Fargo Special Mid Cap Value R | 3.57B | 2.20 | 7.38 | 9.80 | ||
Wells Fargo Emerging Markets Equit | 3.25B | 2.24 | -2.38 | 3.46 | ||
Wells Fargo Growth A | 2.78B | 3.34 | 8.71 | 13.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.46B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.37 | 414.77 | +1.25% | |
NVIDIA | US67066G1040 | 6.26 | 139.23 | -0.12% | |
Meta Platforms | US30303M1027 | 6.23 | 703.77 | -1.76% | |
Amazon.com | US0231351067 | 5.65 | 226.63 | -0.01% | |
Broadcom | US11135F1012 | 3.03 | 228.73 | +0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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