Wells Fargo Cb Fund Quote
| CBEJX Fund | USD 10.22 0.16 1.59% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wells Fargo is trading at 10.22 as of the 15th of March 2025; that is 1.59% up since the beginning of the trading day. The fund's open price was 10.06. Wells Fargo has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of December 2024 and ending today, the 15th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the CB Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. More on Wells Fargo Cb
Moving together with Wells Mutual Fund
Moving against Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Value Funds, Large Value, Wells Fargo Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Wells Fargo Cb [CBEJX] is traded in USA and was established 15th of March 2025. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Wells Fargo Funds family. This fund currently has accumulated 357.55 M in assets under management (AUM) with no minimum investment requirementsWells Fargo Cb is currently producing year-to-date (YTD) return of 2.98% with the current yeild of 0.01%, while the total return for the last 3 years was 9.64%.
Check Wells Fargo Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wells Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wells Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wells Fargo Cb Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wells Fargo Cb Mutual Fund Constituents
| CCL | Carnival | Stock | Consumer Discretionary | |
| DOX | Amdocs | Stock | Information Technology | |
| LDOS | Leidos Holdings | Stock | Information Technology | |
| SNA | Snap On | Stock | Industrials | |
| FNF | Fidelity National Financial | Stock | Financials | |
| AER | AerCap Holdings NV | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| CCK | Crown Holdings | Stock | Materials |
Wells Fargo Cb Risk Profiles
| Mean Deviation | 1.03 | |||
| Standard Deviation | 3.15 | |||
| Variance | 9.9 | |||
| Risk Adjusted Performance | (0.11) |
Wells Fargo Against Markets
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.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |