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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1200 | 1041 | 1278 | 1349 | 1719 | 2589 |
Fund Return | 20.03% | 4.08% | 27.75% | 10.51% | 11.44% | 9.98% |
Place in category | 181 | 388 | 209 | 140 | 146 | 48 |
% in Category | 46 | 87 | 50 | 43 | 46 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Municipal Bond Inst | 4.59B | 3.54 | 0.16 | 2.70 | ||
Wells Fargo Special Mid Cap Value R | 3.65B | 20.13 | 10.62 | 10.08 | ||
Wells Fargo Emerging Markets Equit | 3.12B | 5.65 | -2.59 | 2.80 | ||
Wells Fargo Growth A | 2.7B | 33.33 | 3.65 | 12.85 | ||
Wells Fargo Special Small Cap Valu | 2.19B | 15.45 | 7.92 | 9.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.66B | 13.73 | 9.20 | 9.37 | ||
JHancock Disciplined Value Mid Cap | 13.12B | 18.63 | 11.15 | 10.22 | ||
Vanguard Mid-Cap Value Index Admira | 13.87B | 23.41 | 9.82 | 9.43 | ||
Victory Sycamore Established Value6 | 10.38B | 18.33 | 10.82 | 11.74 | ||
MFS Mid Cap Value R6 | 9.4B | 22.99 | 10.60 | 10.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CBRE A | US12504L1098 | 3.88 | 129.70 | +0.42% | |
AerCap Holdings NV | NL0000687663 | 3.04 | 95.16 | +0.67% | |
Allstate | US0200021014 | 2.93 | 193.24 | -0.17% | |
Jefferies Financial | US47233W1099 | 2.92 | 77.20 | +1.29% | |
Arch Capital | BMG0450A1053 | 2.92 | 91.75 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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