Wells Fargo Growth Fund Quote
| SGRKX Fund | USD 46.78 0.77 1.62% |
Performance13 of 100
| Odds Of DistressLess than 19
|
Wells Fargo is trading at 46.78 as of the 11th of December 2024; that is 1.62 percent down since the beginning of the trading day. The fund's open price was 47.55. Wells Fargo has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 2024. 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
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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 December 2024 |
| Expense Ratio Date | 30th of June 2023 |
| Fiscal Year End | July |
Wells Fargo Growth [SGRKX] is traded in USA and was established 11th of December 2024. 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 no minimum investment requirementsWells Fargo Growth is currently producing year-to-date (YTD) return of 37.07%, while the total return for the last 3 years was 5.95%.
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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 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
| NSC | Norfolk Southern | Stock | Industrials | |
| ROKU | Roku Inc | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PINS | Stock | Communication Services | ||
| NTRA | Natera Inc | Stock | Health Care |
Wells Fargo Growth Risk Profiles
| Mean Deviation | 0.6818 | |||
| Semi Deviation | 0.7233 | |||
| Standard Deviation | 0.9708 | |||
| Variance | 0.9425 |
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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |