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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 982 | 909 | 1028 | 1123 | 1643 | 2132 |
Fund Return | -1.84% | -9.14% | 2.75% | 3.94% | 10.43% | 7.86% |
Place in category | 257 | 237 | 431 | 254 | 331 | 100 |
% in Category | 49 | 46 | 81 | 58 | 76 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.01B | 0.57 | 6.62 | 8.87 | ||
Wells Fargo Municipal Bond Inst | 4.47B | 0.98 | 1.15 | 2.57 | ||
Wells Fargo Special Mid Cap Value R | 3.47B | 0.59 | 6.73 | 8.98 | ||
Wells Fargo Emerging Markets Equit | 2.89B | 2.67 | -0.01 | 3.24 | ||
Wells Fargo Growth A | 2.46B | -1.44 | 8.05 | 11.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.62B | -0.25 | 6.65 | 8.40 | ||
DFA US Small Cap Value I | 15.14B | -2.49 | 7.35 | 8.27 | ||
DFA US Targeted Value I | 12.64B | -1.57 | 7.25 | 8.72 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 4.02B | -0.23 | 14.87 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin Electric | US3535141028 | 3.42 | 97.97 | +0.14% | |
Innospec | US45768S1050 | 3.38 | 98.24 | +0.90% | |
UMB Financial | US9027881088 | 3.20 | 103.86 | -1.13% | |
J & J Snack Foods | US4660321096 | 3.06 | 127.65 | +0.56% | |
Mueller Industries | US6247561029 | 2.92 | 78.89 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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