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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1025 | 1258 | 1089 | 1602 | 2205 |
Fund Return | 4.66% | 2.52% | 25.82% | 2.89% | 9.89% | 8.23% |
Place in category | 132 | 344 | 164 | 210 | 270 | 77 |
% in Category | 28 | 63 | 39 | 54 | 64 | 24 |
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 Small Cap Value Index Admi | 19.91B | 4.96 | 4.40 | 8.60 | ||
DFA US Small Cap Value I | 15.41B | 4.20 | 7.29 | 8.43 | ||
DFA US Targeted Value I | 12.84B | 3.47 | 6.88 | 8.74 | ||
Vanguard Small Cap Value Index I | 5.64B | 4.96 | 4.41 | 8.61 | ||
Victory Sycamore Small Company OppI | 3.15B | 0.83 | 2.89 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Innospec | US45768S1050 | 3.49 | 126.25 | -2.31% | |
Mueller Industries | US6247561029 | 3.41 | 55.33 | -0.97% | |
Eagle Materials | US26969P1084 | 2.89 | 224.69 | -1.19% | |
Franklin Electric | US3535141028 | 2.88 | 96.40 | -0.73% | |
J & J Snack Foods | US4660321096 | 2.76 | 162.85 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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