Wells Fargo Growth Fund Quote
| SGRAX Fund | USD 22.44 0.43 1.95% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wells Fargo is trading at 22.44 as of the 19th of March 2025; that is 1.95% up since the beginning of the trading day. The fund's open price was 22.01. 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its total assets in equity securities and up to 25 percent of the funds total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of companies that the advisor believes have prospects for robust and sustainable growth of revenues and earnings. More on Wells Fargo Growth
Moving against Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Growth Funds, Large Growth, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of June 2023 |
| Fiscal Year End | July |
Wells Fargo Growth [SGRAX] is traded in USA and was established 19th of March 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Allspring Global Investments family. This fund at this time has accumulated 3.32 B in assets with minimum initial investment of 1 K. Wells Fargo Growth is currently producing year-to-date (YTD) return of 0.91%, while the total return for the last 3 years was 9.17%.
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 Growth 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 Growth Mutual Fund Constituents
| ROKU | Roku Inc | Stock | Communication Services | |
| NSC | Norfolk Southern | Stock | Industrials | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| MDB | MongoDB | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PINS | Stock | Communication Services | ||
| NTRA | Natera Inc | Stock | Health Care |
Wells Fargo Growth Risk Profiles
| Mean Deviation | 1.77 | |||
| Standard Deviation | 3.76 | |||
| Variance | 14.13 | |||
| Risk Adjusted Performance | (0.13) |
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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