Wells Fargo Mutual Fund Money Managers
WTRIX Fund | USD 11.13 0.04 0.36% |
Break down of Wells Fargo's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Wells Fargo's future under-performance.
Wells |
Symbol | WTRIX |
Name | Wells Fargo Advantage |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Wells Fargo Advantage Leadership is currently not available.
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Wells Fargo Net Asset Comparison
Wells Fargo Advantage is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core Bond category is currently estimated at about 23.74 Billion. Wells Fargo totals roughly 5.27 Billion in net asset claiming about 22% of all funds under Intermediate Core Bond category.
Wells Fargo Advantage Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Wells Fargo Advantage Price Series Summation is a cross summation of Wells Fargo price series and its benchmark/peer.
About Wells Fargo Management Performance
The success or failure of an entity such as Wells Fargo Advantage often depends on how effective the management is. Wells Fargo management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Wells management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Wells management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of its net assets in bonds at least 80 percent of the funds total assets in investment-grade debt securities up to 25 percent of its total assets in asset-backed securities, other than mortgage-backed securities and up to 20 percent of the funds total assets in U.S. dollar-denominated debt securities of foreign issuers. It is a feeder fund that invests substantially all of its assets in the Core Bond Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wells Fargo Advantage Annual Yield
In accordance with the recently published financial statements, Wells Fargo Advantage has an Annual Yield of 0.0417%. This is 98.74% lower than that of the Wells Fargo Funds family and significantly higher than that of the Intermediate Core Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.
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