Wells Fargo is trading at 38.31 as of the 21st of March 2025; that is 0.49% down since the beginning of the trading day. The fund's open price was 38.5. 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 21st of December 2024 and ending today, the 21st of March 2025. 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
Wells Fargo Advantage [ESPRX] is traded in USA and was established 21st of March 2025. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Wells Fargo Funds family. This fund currently has accumulated 2.73 B in assets under management (AUM) with no minimum investment requirementsWells Fargo Advantage is currently producing year-to-date (YTD) return of 0.35% with the current yeild of 0.01%, while the total return for the last 3 years was 3.57%.
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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.