Wells Fargo Advantage Fund Holdings Turnover
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.
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Wells Fargo Advantage Mutual Fund Holdings Turnover Analysis
Wells Fargo's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
CompetitionAccording to the company disclosure, Wells Fargo Advantage has a Holdings Turnover of 0.0%. This is 100.0% lower than that of the Wells Fargo Funds family and about the same as World Allocation (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Wells Fargo
The fund invests most of its asset under management in cash, cash equivalents, or other money market funds. .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 | 1.27 B | ||||
| Annual Yield | 0.11 % | ||||
| Year To Date Return | 0.38 % | ||||
| One Year Return | 9.04 % | ||||
| Three Year Return | 4.36 % | ||||
| Five Year Return | 3.09 % | ||||
| Ten Year Return | 3.78 % | ||||
| Net Asset | 4.85 B | ||||
| Last Dividend Paid | 0.12 | ||||
| Cash Position Weight | 218.33 % | ||||
| Equity Positions Weight | (15.44) % | ||||
| Bond Positions Weight | (201.95) % |
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Other Tools for Wells Mutual Fund
When running Wells Fargo's price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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