Wells Fargo Advantage Fund Quote
| EAAIX Fund | USD 15.88 0.07 0.44% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Wells Fargo is trading at 15.88 as of the 11th of December 2024; that is 0.44 percent down since the beginning of the trading day. The fund's open price was 15.95. Wells Fargo has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund is a fund-of-funds that invests in various affiliated mutual funds and exchange-traded funds employing a multi-asset, multi-style investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns. More on Wells Fargo Advantage
Moving together with Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Wells Fargo Advantage [EAAIX] is traded in USA and was established 11th of December 2024. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Allspring Global Investments family. This fund currently has accumulated 1.33 B in assets under management (AUM) with minimum initial investment of 1000 K. Wells Fargo Advantage is currently producing year-to-date (YTD) return of 15.57%, while the total return for the last 3 years was 4.59%.
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 Advantage 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 Advantage Mutual Fund Constituents
| GSMHX | Gmo Sgm Major | Mutual Fund | Macro Trading | |
| GABFX | Gmo Asset Allocation | Mutual Fund | Miscellaneous Fixed Income | |
| CBEAX | Cb Large Cap | Mutual Fund | Large Value | |
| EVSRX | Wells Fargo Disciplined | Mutual Fund | Large Blend | |
| GEMMX | Gmo Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| GUSTX | Gmo Treasury Fund | Mutual Fund | Short Government | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| GMCQX | Gmo Equity Allocation | Mutual Fund | Large Value |
Wells Fargo Advantage Risk Profiles
| Mean Deviation | 0.3682 | |||
| Semi Deviation | 0.3155 | |||
| Standard Deviation | 0.4689 | |||
| Variance | 0.2198 |
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.
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