Wells Fargo Advantage Fund Quote
| EGRYX Fund | USD 17.72 0.71 3.85% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Wells Fargo is trading at 17.72 as of the 19th of December 2024; that is 3.85 percent down since the beginning of the trading day. The fund's open price was 18.43. Wells Fargo has about a 21 % 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 19th of November 2024 and ending today, the 19th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the funds net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000 Index at the time of purchase.. More on Wells Fargo Advantage
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Wells Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Small Growth Funds, Small Growth, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Wells Fargo Advantage [EGRYX] is traded in USA and was established 19th of December 2024. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Allspring Global Investments family. This fund currently has accumulated 115.38 M in assets under management (AUM) with minimum initial investment of 1000 K. Wells Fargo Advantage is currently producing year-to-date (YTD) return of 19.33%, while the total return for the last 3 years was -4.36%.
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
| LHCG | LHC Group | Stock | Health Care | |
| TTEK | Tetra Tech | Stock | Industrials | |
| LSCC | Lattice Semiconductor | Stock | Information Technology | |
| AJRD | Aerojet Rocketdyne Holdings | Stock | Industrials | |
| BILL | Bill Com Holdings | Stock | Information Technology | |
| GSHD | Goosehead Insurance | Stock | Financials | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| HCSG | Healthcare Services Group | Stock | Industrials |
Wells Fargo Advantage Risk Profiles
| Mean Deviation | 0.9845 | |||
| Semi Deviation | 1.17 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.73 |
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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