Wells Fargo Advantage Fund Fundamentals
VMPAX Fund | USD 8.90 0.01 0.11% |
Wells Fargo Advantage 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 Advantage 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 % |
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 Advantage 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.
Competition |
In accordance with the recently published financial statements, Wells Fargo Advantage has an Annual Yield of 0.0045%. This is much higher than that of the Allspring Global Investments family and significantly higher than that of the Muni National Short category. The annual yield for all United States funds is notably lower than that of the firm.
Wells Fargo Advantage 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 Advantage is rated third in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 828.02 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 most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.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
Total Asset | 407.55 M | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 3.73 % | ||||
One Year Return | 4.70 % | ||||
Three Year Return | 0.79 % | ||||
Five Year Return | 1.28 % | ||||
Ten Year Return | 2.72 % | ||||
Net Asset | 2.01 B | ||||
Last Dividend Paid | 0.01 | ||||
Cash Position Weight | 4.17 % | ||||
Bond Positions Weight | 0.35 % |
About Wells Fargo Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wells Fargo Advantage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wells Fargo using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wells Fargo Advantage based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of the funds net assets in municipal securities whose interest is exempt from regular federal income tax, but not necessarily the federal alternative minimum tax . It invests up to 35 percent of the funds total assets in below investment-grade municipal securities. The fund invests principally in municipal securities of states, territories and possessions of the United States whose interest is exempt from regular federal income tax, but not necessarily federal AMT.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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