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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1169 | 1027 | 1348 | 1121 | 1814 | 3148 |
Fund Return | 16.88% | 2.72% | 34.82% | 3.87% | 12.65% | 12.15% |
Place in category | 138 | 446 | 319 | 847 | 841 | 576 |
% in Category | 13 | 44 | 29 | 79 | 82 | 69 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
JPMorgan Large Cap Growth R6 | 58.6B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.66 | 423.85 | -0.16% | |
NVIDIA | US67066G1040 | 8.98 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 5.75 | 184.30 | -0.38% | |
Meta Platforms | US30303M1027 | 5.03 | 492.96 | -0.16% | |
Eli Lilly | US5324571083 | 4.31 | 849.99 | +1.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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