Wells Fargo is trading at 14.98 as of the 4th of March 2025; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 14.96. Wells Fargo has about a 22 % 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 2nd of February 2025 and ending today, the 4th of March 2025. 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
Wells Fargo Advantage [EAIFX] is traded in USA and was established 4th of March 2025. 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 no minimum investment requirementsWells Fargo Advantage is currently producing year-to-date (YTD) return of 2.73% with the current yeild of 0.03%, while the total return for the last 3 years was 5.51%.
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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
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.