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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1099 | 1084 | 1017 | 1152 | 1456 |
Fund Return | 0.76% | 9.95% | 8.43% | 0.57% | 2.87% | 3.83% |
Place in category | 27 | 265 | 28 | 348 | 372 | 201 |
% in Category | 8 | 58 | 8 | 78 | 94 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.49B | 9.12 | 9.68 | 9.77 | ||
Wells Fargo Special Mid Cap Value R | 3.44B | 9.15 | 9.79 | 9.87 | ||
Wells Fargo Emerging Markets Equit | 3.53B | 1.07 | -8.57 | 2.60 | ||
Wells Fargo Municipal Bond Inst | 3.46B | 0.31 | -0.10 | 2.95 | ||
Wells Fargo Special Small Cap Valu | 2.48B | 7.26 | 5.75 | 8.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | 1.92 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 4.92 | 5.28 | 7.53 | ||
Vanguard Wellesley Income Inv | 8.86B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 6.02B | 2.61 | 1.91 | 4.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.18 | 409.34 | -1.02% | |
Apple | US0378331005 | 1.42 | 182.40 | +0.38% | |
Amazon.com | US0231351067 | 1.35 | 188.76 | +0.03% | |
NVIDIA | US67066G1040 | 1.28 | 905.54 | -1.72% | |
ING Groep N.V. 6.75% | XS1956051145 | 1.03 | - | - |
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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