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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1038 | 1276 | 1298 | 2031 | 3147 |
Fund Return | 11.12% | 3.82% | 27.63% | 9.08% | 15.23% | 12.15% |
Place in category | 603 | 571 | 683 | 412 | 419 | 232 |
% in Category | 37 | 34 | 49 | 31 | 38 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.1B | 8.23 | 6.22 | 9.50 | ||
Wells Fargo Municipal Bond Inst | 3.49B | -0.58 | -0.90 | 2.57 | ||
Wells Fargo Emerging Markets Equit | 3.27B | 1.58 | -9.33 | 2.34 | ||
Wells Fargo Special Mid Cap Value R | 3.43B | 8.28 | 6.33 | 9.61 | ||
Wells Fargo Special Small Cap Valu | 2.44B | 4.82 | 3.23 | 8.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.75 | 423.85 | -0.16% | |
Apple | US0378331005 | 5.77 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 4.98 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 3.73 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 2.24 | 174.45 | -1.29% |
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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