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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1059 | 1129 | 1190 | 1633 | 2462 |
Fund Return | 4.46% | 5.93% | 12.86% | 5.98% | 10.3% | 9.43% |
Place in category | 70 | 43 | 250 | 76 | 60 | 25 |
% in Category | 19 | 13 | 63 | 26 | 20 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.5B | 9.12 | 9.68 | 9.77 | ||
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 | ||
Wells Fargo Special Small Cap Valu6 | 2.28B | 7.27 | 5.86 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 25.27B | 8.30 | 8.47 | 9.39 | ||
JHancock Disciplined Value Mid Cap | 14.21B | 9.10 | 9.73 | 10.12 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 8.12 | 7.37 | 8.93 | ||
Victory Sycamore Established Value6 | 10.24B | 9.24 | 10.04 | 11.66 | ||
MFS Mid Cap Value R6 | 9.4B | 8.96 | 9.09 | 9.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carlisle | US1423391002 | 3.57 | 417.86 | +2.29% | |
AerCap Holdings NV | NL0000687663 | 3.53 | 91.87 | +1.94% | |
CBRE A | US12504L1098 | 3.15 | 87.43 | +1.08% | |
Arch Capital | BMG0450A1053 | 3.13 | 99.63 | +0.71% | |
Allstate | US0200021014 | 3.05 | 171.49 | +0.71% |
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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