Wells Fargo Emerging Fund Quote
| EQIRX Fund | USD 12.16 0.05 0.41% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Wells Fargo is trading at 12.16 as of the 13th of December 2024; that is 0.41% up since the beginning of the trading day. The fund's open price was 12.11. Wells Fargo has about a 22 % 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 December 2023 and ending today, the 13th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies in emerging market countries and across any market capitalization. The adviser considers emerging market countries to be, among others, countries included in the MSCI Emerging Markets Index.. More on Wells Fargo Emerging
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Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Wells Fargo Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Wells Fargo Emerging [EQIRX] is traded in USA and was established 13th of December 2024. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Wells Fargo Funds family. This fund currently has accumulated 574.02 M in assets under management (AUM) with no minimum investment requirementsWells Fargo Emerging is currently producing year-to-date (YTD) return of 12.69% with the current yeild of 0.02%, while the total return for the last 3 years was 1.97%.
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 Emerging 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 Emerging Mutual Fund Constituents
| BIDU | Baidu Inc | Stock | Communication Services | |
| FAB | First Trust Multi | Etf | Mid-Cap Value |
Wells Fargo Top Holders
| WTDJX | Wells Fargo Advantage | Mutual Fund | Target-Date 2045 | |
| WTSZX | Wells Fargo Advantage | Mutual Fund | Target-Date 2060+ | |
| WTDZX | Wells Fargo Advantage | Mutual Fund | Target-Date 2060+ | |
| WTDWX | Wells Fargo Advantage | Mutual Fund | Target-Date 2060+ | |
| WTDVX | Wells Fargo Advantage | Mutual Fund | Target-Date 2060+ | |
| WTDUX | Wells Fargo Advantage | Mutual Fund | Target-Date 2055 | |
| WTDTX | Wells Fargo Advantage | Mutual Fund | Target-Date 2055 | |
| WTDRX | Wells Fargo Advantage | Mutual Fund | Target-Date 2055 |
Wells Fargo Emerging Risk Profiles
| Mean Deviation | 0.6386 | |||
| Semi Deviation | 0.8419 | |||
| Standard Deviation | 0.8482 | |||
| Variance | 0.7194 |
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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