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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1135 | 1025 | 1193 | 1104 | 1396 | 1599 |
Fund Return | 13.53% | 2.54% | 19.29% | 3.36% | 6.9% | 4.8% |
Place in category | 411 | 482 | 369 | 544 | 436 | 440 |
% in Category | 56 | 69 | 51 | 80 | 68 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.28B | 1.03 | 10.43 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 4.45B | -0.87 | 2.56 | 2.48 | ||
Wells Fargo Special Mid Cap Value R | 3.43B | 1.09 | 10.55 | 9.08 | ||
Wells Fargo Emerging Markets Equit | 2.99B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.73B | 10.44 | 22.37 | 13.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 116.95B | 8.11 | 12.92 | 8.94 | ||
Vanguard Wellington Admiral | 98.12B | 6.79 | 12.77 | 9.12 | ||
American Funds American Balanced R6 | 59.46B | 8.27 | 13.27 | 9.27 | ||
Vanguard Balanced Index Adm | 45.66B | 5.40 | 12.47 | 8.62 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allspring Managed Fixed Income | - | 18.97 | - | - | |
Allspring Disciplined US Core R6 | - | 11.72 | - | - | |
Ultra 10 Year US Treasury Note Future Dec 24 | - | 10.22 | - | - | |
Allspring Large Company Value | - | 9.99 | - | - | |
Allspring Discplnd Intl Dev Mkts Port | - | 8.64 | - | - |
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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