Wells Fargo Advantage Fund Quote
| WARRX Fund | USD 10.73 0.01 0.09% |
PerformanceOK
| Odds Of DistressLow
|
Wells Fargo is trading at 10.73 as of the 21st of March 2025; that is 0.09% down since the beginning of the trading day. The fund's open price was 10.74. Wells Fargo has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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, fund invests up to 60 percent of the funds total assets in U.S. and non-U.S. equity, including emerging market equity funds, up to 60 percent of the funds total assets in U.S. and non-U.S. fixed income, including emerging market debt funds and up to 60 percent of the funds total assets in alternative investment funds. More on Wells Fargo Advantage
Moving together with Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Blend Funds, World Allocation Funds, World Allocation, Wells Fargo Funds, Large Blend, World Allocation (View all Sectors) |
| Update Date | 31st of March 2025 |
Wells Fargo Advantage [WARRX] 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 World Allocation category and is part of Wells Fargo Funds family. This fund at this time has accumulated 4.85 B in net assets with no minimum investment requirementsWells Fargo Advantage is currently producing year-to-date (YTD) return of 2.21% with the current yeild of 0.11%, while the total return for the last 3 years was 6.82%.
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 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.
Wells Fargo Advantage Risk Profiles
| Mean Deviation | 0.3365 | |||
| Semi Deviation | 0.5097 | |||
| Standard Deviation | 0.487 | |||
| Variance | 0.2372 |
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.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins |