Wells Fargo Disciplined Fund Quote
| EVSAX Fund | USD 23.31 0.06 0.26% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wells Fargo is trading at 23.31 as of the 9th of January 2025; that is 0.26% up since the beginning of the trading day. The fund's open price was 23.25. 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 10th of December 2024 and ending today, the 9th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of U.S. large-capitalization companies. It invests principally in equity securities of large-capitalization companies, which the managers define as companies with market capitalizations within the range of the SP 500 Index at the time of purchase.. More on Wells Fargo Disciplined
Wells Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Blend Funds, Large Blend, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of June 2023 |
| Fiscal Year End | July |
Wells Fargo Disciplined [EVSAX] is traded in USA and was established 9th of January 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Allspring Global Investments family. This fund currently has accumulated 921.48 M in assets under management (AUM) with no minimum investment requirementsWells Fargo Disciplined is currently producing year-to-date (YTD) return of 1.91% with the current yeild of 0.01%, while the total return for the last 3 years was 11.22%.
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 Disciplined 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 Disciplined Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| BAC | Bank of America | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology |
Wells Fargo Disciplined Risk Profiles
| Mean Deviation | 0.6895 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 | |||
| Jensen Alpha | (0.01) |
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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