Wells Fargo Diversified Fund Quote
| EKBCX Fund | USD 14.27 0.17 1.21% |
Performance1 of 100
| Odds Of DistressLess than 21
|
Wells Fargo is trading at 14.27 as of the 20th of January 2025; that is 1.21 percent increase since the beginning of the trading day. The fund's open price was 14.1. 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 21st of December 2024 and ending today, the 20th of January 2025. Click here to learn more.
The fund normally invests up to 90 percent of its total assets in equity securities. It selects equity securities of companies of any size. The fund invests up to 30 percent of its total assets in corporate debt securities that are below investment-grade. More on Wells Fargo Diversified
Wells Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Growth Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Allspring Global Investments, Large Blend, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Wells Fargo Diversified [EKBCX] is traded in USA and was established 20th of January 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Allspring Global Investments family. This fund currently has accumulated 1.08 B in assets under management (AUM) with no minimum investment requirementsWells Fargo Diversified is currently producing year-to-date (YTD) return of 5.47%, while the total return for the last 3 years was 11.03%.
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 Diversified 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 Diversified Mutual Fund Constituents
| ABT | Abbott Laboratories | Stock | Health Care | |
| LYB | LyondellBasell Industries NV | Stock | Materials | |
| AEP | American Electric Power | Stock | Utilities | |
| AVGO | Broadcom | Stock | Information Technology | |
| ATO | Atmos Energy | Stock | Utilities | |
| DTE | DTE Energy | Stock | Utilities | |
| EQIX | Equinix | Stock | Real Estate | |
| PNC | PNC Financial Services | Stock | Financials |
Wells Fargo Diversified Risk Profiles
| Mean Deviation | 0.8711 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.52 | |||
| Risk Adjusted Performance | 0.0019 |
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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |