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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1022 | 1108 | 1170 | 1506 | 2318 |
Fund Return | 1.07% | 2.19% | 10.79% | 5.36% | 8.54% | 8.77% |
Place in category | 447 | 421 | 424 | 301 | 355 | 103 |
% in Category | 89 | 87 | 81 | 68 | 82 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.23B | 2.18 | 7.26 | 9.69 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 15.87B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.16B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.06B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Innospec | US45768S1050 | 3.56 | 103.36 | +0.20% | |
UMB Financial | US9027881088 | 3.29 | 106.91 | -2.77% | |
Franklin Electric | US3535141028 | 3.25 | 104.24 | -1.66% | |
J & J Snack Foods | US4660321096 | 3.04 | 129.29 | +4.30% | |
Mueller Industries | US6247561029 | 2.76 | 78.39 | -2.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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