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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 960 | 1249 | 1118 | 1515 | 2241 |
Fund Return | 5.69% | -4.02% | 24.92% | 3.78% | 8.66% | 8.41% |
Place in category | 321 | 356 | 372 | 245 | 298 | 79 |
% in Category | 63 | 70 | 74 | 58 | 70 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.53B | 13.34 | 7.37 | 9.54 | ||
Wells Fargo Municipal Bond Inst | 4.61B | 1.99 | -0.05 | 2.56 | ||
Wells Fargo Special Mid Cap Value R | 3.95B | 13.45 | 7.49 | 9.65 | ||
Wells Fargo Emerging Markets Equit | 3.17B | 8.46 | -3.45 | 2.97 | ||
Wells Fargo Growth A | 2.84B | 24.44 | -0.66 | 12.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.97B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.94B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.59B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.74B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J & J Snack Foods | US4660321096 | 3.49 | 171.16 | +2.12% | |
Mueller Industries | US6247561029 | 3.38 | 87.90 | -4.14% | |
Innospec | US45768S1050 | 3.27 | 119.75 | +1.19% | |
UMB Financial | US9027881088 | 3.19 | 125.00 | +1.52% | |
Eagle Materials | US26969P1084 | 3.02 | 314.35 | +1.70% |
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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