Wells Fargo Discovery Fund Quote
| WFDRX Fund | USD 29.04 0.18 0.62% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wells Fargo is trading at 29.04 as of the 21st of March 2025; that is 0.62% down since the beginning of the trading day. The fund's open price was 29.22. Wells Fargo has about a 23 % 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of small- and medium-capitalization companies and up to 25 percent of the funds total assets in equity securities of foreign issuers through ADRs and similar investments. More on Wells Fargo Discovery
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Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Wells Fargo Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Wells Fargo Discovery [WFDRX] 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 Mid-Cap Growth category and is part of Wells Fargo Funds family. This fund at this time has accumulated 2.95 B in net assets with no minimum investment requirementsWells Fargo Discovery is currently producing year-to-date (YTD) return of 5.41%, while the total return for the last 3 years was 4.91%.
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 Discovery 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 Discovery Mutual Fund Constituents
| WNS | WNS Holdings | Stock | Industrials | |
| BERY | Berry Global Group | Stock | Materials | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| GNRC | Generac Holdings | Stock | Industrials | |
| BAH | Booz Allen Hamilton | Stock | Information Technology | |
| BWXT | BWX Technologies | Stock | Industrials | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| BILL | Bill Com Holdings | Stock | Information Technology |
Wells Fargo Discovery Risk Profiles
| Mean Deviation | 1.29 | |||
| Standard Deviation | 1.77 | |||
| Variance | 3.15 | |||
| Risk Adjusted Performance | (0.15) |
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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