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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1302 | 1087 | 1509 | 1083 | 1920 | 3284 |
Fund Return | 30.24% | 8.74% | 50.88% | 2.68% | 13.93% | 12.63% |
Place in category | 73 | 96 | 128 | 838 | 760 | 565 |
% in Category | 6 | 7 | 11 | 79 | 74 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.6B | 13.34 | 7.37 | 9.54 | ||
Wells Fargo Municipal Bond Inst | 4.62B | 1.99 | -0.05 | 2.56 | ||
Wells Fargo Special Mid Cap Value R | 3.99B | 13.45 | 7.49 | 9.65 | ||
Wells Fargo Emerging Markets Equit | 3.17B | 8.46 | -3.45 | 2.97 | ||
Wells Fargo Growth A | 2.85B | 24.44 | -0.66 | 12.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.43B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Vanguard Growth Index Adm | 83.57B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 66.51B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.00 | 136.92 | +0.66% | |
Microsoft | US5949181045 | 7.76 | 427.99 | +2.20% | |
Meta Platforms | US30303M1027 | 5.52 | 573.28 | +1.45% | |
Amazon.com | US0231351067 | 4.76 | 207.86 | +3.18% | |
Eli Lilly | US5324571083 | 3.81 | 789.32 | +4.55% |
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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