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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1047 | 1210 | 1198 | 1775 | 2479 |
Fund Return | 8.23% | 4.72% | 21.03% | 6.22% | 12.16% | 9.5% |
Place in category | 96 | 90 | 271 | 94 | 102 | 31 |
% in Category | 23 | 25 | 65 | 29 | 33 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value R | 3.36B | 8.28 | 6.33 | 9.61 | ||
Wells Fargo Municipal Bond Inst | 3.51B | -0.57 | -0.90 | 2.57 | ||
Wells Fargo Emerging Markets Equit | 3.25B | 1.58 | -9.33 | 2.34 | ||
Wells Fargo Special Small Cap Valu | 2.37B | 4.82 | 3.23 | 8.61 | ||
Wells Fargo Special Small Cap Valu6 | 2.18B | 4.84 | 3.33 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 13.88B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.88B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.04B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AerCap Holdings NV | NL0000687663 | 3.75 | 89.03 | -1.15% | |
Arch Capital | BMG0450A1053 | 3.33 | 97.26 | -1.91% | |
Carlisle | US1423391002 | 3.19 | 405.30 | -2.00% | |
CBRE A | US12504L1098 | 3.16 | 86.90 | -2.40% | |
Keurig Dr Pepper | US49271V1008 | 3.03 | 34.04 | -0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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