Specialized Technology Fund Fundamentals
| WFTDX Fund | USD 12.53 0.23 1.87% |
Specialized Technology Fund fundamentals help investors to digest information that contributes to Specialized Technology's financial success or failures. It also enables traders to predict the movement of Specialized Mutual Fund. The fundamental analysis module provides a way to measure Specialized Technology'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 Specialized Technology mutual fund.
Specialized |
Specialized Technology Fund Mutual Fund Three Year Return Analysis
Specialized Technology's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Specialized Technology Three Year Return | (1.39) % |
Most of Specialized Technology's fundamental indicators, such as Three Year Return, 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, Specialized Technology Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Specialized Technology Fund has a Three Year Return of -1.3863%. This is much lower than that of the Allspring Global Investments family and significantly lower than that of the Technology category. The three year return for all United States funds is notably higher than that of the company.
Specialized Technology Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Specialized Technology's current stock value. Our valuation model uses many indicators to compare Specialized Technology value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Specialized Technology competition to find correlations between indicators driving Specialized Technology's intrinsic value. More Info.Specialized Technology Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Specialized Technology Fund is roughly 6.09 . 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 Specialized Technology's earnings, one of the primary drivers of an investment's value.Specialized Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Specialized Technology's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Specialized Technology could also be used in its relative valuation, which is a method of valuing Specialized Technology by comparing valuation metrics of similar companies.Specialized Technology is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Specialized Technology
The fund consists of 96.57% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Specialized Technology'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.
Specialized Fundamentals
| Price To Earning | 24.79 X | ||||
| Price To Book | 4.07 X | ||||
| Price To Sales | 2.98 X | ||||
| Total Asset | 6.87 M | ||||
| Year To Date Return | 18.49 % | ||||
| One Year Return | 17.87 % | ||||
| Three Year Return | (1.39) % | ||||
| Five Year Return | 13.04 % | ||||
| Ten Year Return | 18.28 % | ||||
| Net Asset | 428.45 M | ||||
| Cash Position Weight | 3.44 % | ||||
| Equity Positions Weight | 96.57 % |
About Specialized Technology Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Specialized Technology Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Specialized Technology using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Specialized Technology Fund 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.Under normal circumstances, the fund invests at least 80 percent of the funds net assets in equity securities up to 25 percent of the funds total assets in equity securities of foreign issuers, including up to 15 percent of the funds total assets in equity securities of emerging markets issuers, directly or through ADRs and similar investments. It invests primarily in equity securities of companies of any market capitalization that the manager believes offer the potential for capital growth and are relevant to the funds investment theme of innovation. It is non-diversified.
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Other Information on Investing in Specialized Mutual Fund
Specialized Technology financial ratios help investors to determine whether Specialized 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 Specialized with respect to the benefits of owning Specialized Technology security.
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