Wealthbuilder Conservative Financials
| WCAFX Fund | USD 8.95 0.02 0.22% |
Wealthbuilder |
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.
Wealthbuilder Conservative Fund Summary
Wealthbuilder Conservative competes with Fidelity Asset, Fidelity Asset, Fidelity Asset, Fidelity Asset, and Vanguard Lifestrategy. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 20 percent of its assets to stock funds, at least 65 percent and up to 85 percent of its assets to bond funds, up to 20 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.Specialization | Allocation--15% to 30% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wells Fargo Funds |
| Mutual Fund Family | Allspring Global Investments |
| Mutual Fund Category | Allocation--15% to 30% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 8222 |
| Currency | USD - US Dollar |
Wealthbuilder Conservative Key Financial Ratios
Wealthbuilder Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wealthbuilder Conservative's current stock value. Our valuation model uses many indicators to compare Wealthbuilder Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wealthbuilder Conservative competition to find correlations between indicators driving Wealthbuilder Conservative's intrinsic value. More Info.Wealthbuilder Conservative Allocation is presently regarded as number one fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 185.60 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wealthbuilder Conservative's earnings, one of the primary drivers of an investment's value.Wealthbuilder Conservative Systematic Risk
Wealthbuilder Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wealthbuilder Conservative volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Wealthbuilder Conservative correlated with the market. If Beta is less than 0 Wealthbuilder Conservative generally moves in the opposite direction as compared to the market. If Wealthbuilder Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wealthbuilder Conservative is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wealthbuilder Conservative is generally in the same direction as the market. If Beta > 1 Wealthbuilder Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Wealthbuilder Conservative Thematic Clasifications
Wealthbuilder Conservative Allocation is part of Conservative Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation
This theme covers Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. Get More Thematic Ideas
Wealthbuilder Conservative Allocation is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--15% to 30% Equity category is currently estimated at about 24.92 Billion. Wealthbuilder Conservative maintains roughly 137.69 Million in net asset contributing less than 1% to funds in Allocation--15% to 30% Equity category.| Conservative Funds | View |
Wealthbuilder Conservative December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wealthbuilder Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wealthbuilder Conservative Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wealthbuilder Conservative Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Wealthbuilder Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wealthbuilder Conservative's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3293 | |||
| Information Ratio | (0.35) | |||
| Maximum Drawdown | 1.36 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.4577 |
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Conservative financial ratios help investors to determine whether Wealthbuilder 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 Wealthbuilder with respect to the benefits of owning Wealthbuilder Conservative security.
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