Wells Fargo Diversified Fund Quote
| EKBDX Fund | USD 13.92 0.21 1.53% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Wells Fargo is trading at 13.92 as of the 5th of January 2025; that is 1.53% increase since the beginning of the trading day. The fund's open price was 13.71. 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 6th of November 2024 and ending today, the 5th 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
Moving together with WELLS Mutual Fund
WELLS Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Wells Fargo Diversified [EKBDX] is traded in USA and was established 5th 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. The entity is thematically classified as Small Blend Funds. 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 23.23% with the current yeild of 0.01%, while the total return for the last 3 years was 9.24%.
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
| PNC | PNC Financial Services | Stock | Financials | |
| EQIX | Equinix | Stock | Real Estate | |
| CMS | CMS Energy | Stock | Utilities | |
| DTE | DTE Energy | Stock | Utilities | |
| SNPS | Synopsys | Stock | Information Technology | |
| LDOS | Leidos Holdings | Stock | Information Technology | |
| AMGN | Amgen Inc | Stock | Health Care | |
| AKAM | Akamai Technologies | Stock | Information Technology |
Wells Fargo Diversified Risk Profiles
| Mean Deviation | 0.8325 | |||
| Semi Deviation | 1.46 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.43 |
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.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |