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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1009 | 1160 | 1234 | 1626 | 2521 |
Fund Return | 2.18% | 0.92% | 16.01% | 7.26% | 10.21% | 9.69% |
Place in category | 396 | 392 | 236 | 178 | 174 | 52 |
% in Category | 90 | 85 | 58 | 49 | 53 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Municipal Bond Inst | 4.62B | 0.08 | 0.66 | 2.40 | ||
Wells Fargo Special Mid Cap Value R | 3.58B | 2.20 | 7.38 | 9.80 | ||
Wells Fargo Emerging Markets Equit | 2.97B | 2.24 | -2.38 | 3.46 | ||
Wells Fargo Growth A | 2.72B | 3.34 | 8.71 | 13.00 | ||
Wells Fargo Special Small Cap Valu6 | 2.12B | 1.07 | 5.36 | 8.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.71B | 2.94 | 6.84 | 9.34 | ||
JHancock Disciplined Value Mid Cap | 14.71B | 3.75 | 8.13 | 9.85 | ||
Vanguard Mid-Cap Value Index Admira | 12.96B | 2.59 | 6.68 | 9.03 | ||
Victory Sycamore Established Value6 | 10.52B | 3.72 | 8.25 | 11.35 | ||
MFS Mid Cap Value R6 | 9.37B | 3.30 | 7.80 | 9.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CBRE A | US12504L1098 | 3.59 | 135.78 | -4.16% | |
AerCap Holdings NV | NL0000687663 | 3.16 | 101.67 | -3.89% | |
Jefferies Financial | US47233W1099 | 3.02 | 65.62 | -1.69% | |
Republic Services | US7607591002 | 3.00 | 230.87 | +0.00% | |
Arch Capital | BMG0450A1053 | 2.77 | 88.13 | -1.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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