Wells Fargo Index Fund Fundamentals
Wells Fargo Index fundamentals help investors to digest information that contributes to Wells Fargo's financial success or failures. It also enables traders to predict the movement of Wells Mutual Fund. The fundamental analysis module provides a way to measure Wells Fargo's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wells Fargo mutual fund.
Wells |
Wells Fargo Index Mutual Fund Annual Yield Analysis
Wells Fargo's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Wells Fargo Annual Yield | 0.10 % |
Most of Wells Fargo's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wells Fargo Index is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
CompetitionIn accordance with the recently published financial statements, Wells Fargo Index has an Annual Yield of 0.1%. This is 61.54% lower than that of the Category family and 61.57% lower than that of the Family category. The annual yield for all United States funds is 65.52% higher than that of the company.
Wells Fargo Index Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wells Fargo's current stock value. Our valuation model uses many indicators to compare Wells Fargo value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wells Fargo competition to find correlations between indicators driving Wells Fargo's intrinsic value. More Info.Wells Fargo Index is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 51.60 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wells Fargo's earnings, one of the primary drivers of an investment's value.Wells Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wells Fargo's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wells Fargo could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics of similar companies.Wells Fargo is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Wells Fargo
The fund invests 58.34% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (36.11%) , cash (5.9%) .Asset allocation divides Wells Fargo's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wells Fundamentals
| Annual Yield | 0.10 % | |||
| Year To Date Return | 5.16 % | |||
| One Year Return | 3.02 % | |||
| Three Year Return | 15.20 % | |||
| Five Year Return | 0.49 % | |||
| Ten Year Return | 3.38 % | |||
| Net Asset | 1.17 B | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.02 | |||
| Holdings Turnover | 43.00 % | |||
| Cash Position Weight | 5.90 % | |||
| Equity Positions Weight | 58.34 % | |||
| Bond Positions Weight | 36.11 % |
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Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Other Consideration for investing in Wells Mutual Fund
If you are still planning to invest in Wells Fargo Index check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Wells Fargo's history and understand the potential risks before investing.
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