Wells Fargo Real Fund Quote
| IPBJX Fund | USD 10.35 0.02 0.19% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wells Fargo is trading at 10.35 as of the 14th of March 2025; that is 0.19% down since the beginning of the trading day. The fund's open price was 10.37. 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 14th of December 2024 and ending today, the 14th of March 2025. Click here to learn more.
The fund normally invests up to 70 percent of the funds total assets in debt securities up to 70 percent of the funds total assets in equity securities and up to 25 percent of the funds net assets in commodities. The fund is a feeder fund that invests substantially all of its assets in the Real Return Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.. More on Wells Fargo Real
Moving together with Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Blend Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, Wells Fargo Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Wells Fargo Real [IPBJX] is traded in USA and was established 14th of March 2025. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of Wells Fargo Funds family. This fund currently has accumulated 71.39 M in assets under management (AUM) with no minimum investment requirementsWells Fargo Real is currently producing year-to-date (YTD) return of 1.16% with the current yeild of 0.03%, while the total return for the last 3 years was 1.91%.
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 Real 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.
Wells Fargo Real Risk Profiles
| Mean Deviation | 0.3716 | |||
| Standard Deviation | 0.4896 | |||
| Variance | 0.2397 | |||
| Risk Adjusted Performance | (0.08) |
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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