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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1100 | 1264 | 1320 | 1719 | 2453 |
Fund Return | 9.95% | 9.95% | 26.43% | 9.7% | 11.45% | 9.39% |
Place in category | 396 | 396 | 171 | 412 | 390 | 286 |
% in Category | 30 | 30 | 15 | 37 | 39 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.5B | 9.12 | 9.68 | 9.77 | ||
Wells Fargo Special Mid Cap Value R | 3.45B | 9.15 | 9.79 | 9.87 | ||
Wells Fargo Emerging Markets Equit | 3.51B | 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 | 2.49B | 7.26 | 5.75 | 8.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 49.84B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 46.48B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.8B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 34.84B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AerCap Holdings NV | NL0000687663 | 3.81 | 91.87 | +1.94% | |
Berkshire Hathaway Inc Class B | - | 3.65 | - | - | |
NextEra Energy Inc | - | 3.33 | - | - | |
Citigroup Inc | - | 3.23 | - | - | |
JPMorgan Chase & Co | - | 3.22 | - | - |
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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