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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 988 | 1069 | 1099 | 1429 | 2198 |
Fund Return | 6.88% | -1.18% | 6.88% | 3.21% | 7.4% | 8.19% |
Place in category | 351 | 363 | 351 | 275 | 332 | 99 |
% in Category | 69 | 73 | 69 | 63 | 76 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.97B | 11.95 | 5.37 | 9.18 | ||
Wells Fargo Municipal Bond Inst | 4.55B | 2.46 | -0.22 | 2.53 | ||
Wells Fargo Special Mid Cap Value R | 3.68B | 12.06 | 5.47 | 9.28 | ||
Wells Fargo Emerging Markets Equit | 3.09B | 3.69 | -3.18 | 3.24 | ||
Wells Fargo Growth A | 2.71B | 29.01 | 2.70 | 12.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 22.72B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 15.98B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.18B | 9.33 | 7.55 | 9.16 | ||
Vanguard Small Cap Value Index I | 6.71B | 12.41 | 5.75 | 8.68 | ||
Pear Tree Polaris Small Cap Ord | 3.97B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J & J Snack Foods | US4660321096 | 3.41 | 141.80 | -2.56% | |
Innospec | US45768S1050 | 3.31 | 105.21 | -1.32% | |
UMB Financial | US9027881088 | 3.15 | 109.77 | -0.50% | |
Franklin Electric | US3535141028 | 3.14 | 93.38 | -1.71% | |
Mueller Industries | US6247561029 | 2.96 | 78.21 | -1.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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