Wealthbuilder Equity Fund Quote
| WEACX Fund | USD 22.74 0.05 0.22% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Wealthbuilder Equity is trading at 22.74 as of the 30th of November 2024; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 22.79. Wealthbuilder Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Wealthbuilder Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by investing at least 80 percent of the funds net assets in equity securities. More on Wealthbuilder Equity
Moving together with Wealthbuilder Mutual Fund
Wealthbuilder Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Wealthbuilder Equity [WEACX] is traded in USA and was established 30th of November 2024. Wealthbuilder Equity is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Allspring Global Investments family. This fund at this time has accumulated 476.05 M in net assets with no minimum investment requirementsWealthbuilder Equity is currently producing year-to-date (YTD) return of 18.21%, while the total return for the last 3 years was 3.92%.
Check Wealthbuilder Equity 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 Wealthbuilder 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 Wealthbuilder 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 Wealthbuilder Equity 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 Wealthbuilder Equity Mutual Fund Constituents
| WFCIX | Wells Fargo Endeavor | Mutual Fund | Large Growth | |
| XLP | Consumer Staples Select | Etf | Consumer Defensive | |
| DODFX | Dodge International Stock | Mutual Fund | Foreign Large Value | |
| EMGDX | Wells Fargo Emerging | Mutual Fund | Diversified Emerging Mkts | |
| IVV | iShares Core SP | Etf | Large Blend | |
| STFFX | Wells Fargo Large | Mutual Fund | Large Growth | |
| WECRX | Allspring Endeavor Select | Mutual Fund | Large Growth | |
| WEMAX | Emerging Growth Fund | Mutual Fund | Small Growth |
Wealthbuilder Equity Risk Profiles
| Mean Deviation | 0.5754 | |||
| Semi Deviation | 0.7317 | |||
| Standard Deviation | 0.7683 | |||
| Variance | 0.5903 |
Wealthbuilder Equity Against Markets
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Equity financial ratios help investors to determine whether Wealthbuilder 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 Wealthbuilder with respect to the benefits of owning Wealthbuilder Equity security.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |