Wells Fargo Premier Fund Manager Performance Evaluation
| EKJFX Fund | USD 13.67 0.08 0.58% |
The entity maintains a market beta of 1.06, which attests to a somewhat significant risk relative to the market. Wells Fargo returns are very sensitive to returns on the market. As the market goes up or down, Wells Fargo is expected to follow.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Wells Fargo Premier has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Wells Fargo is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Allspring Premier Large Company Growth Fund Q3 2024 Commentary - Seeking Alpha | 12/11/2024 |
| Expense Ratio | 0.6500 |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 1,402 in Wells Fargo Premier on September 15, 2024 and sell it today you would lose (35.00) from holding Wells Fargo Premier or give up 2.5% of portfolio value over 90 days. Wells Fargo Premier is currently producing negative expected returns and takes up 2.0223% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Wells, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wells Fargo Current Valuation
Undervalued
Today
Please note that Wells Fargo's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Wells Fargo Premier maintains a prevalent Real Value of $13.99 per share. The last-minute price of the fund is $13.67. We determine the value of Wells Fargo Premier from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wells Fargo is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wells Mutual Fund. However, Wells Fargo's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.67 | Real 13.99 | Hype 13.68 |
The intrinsic value of Wells Fargo's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wells Fargo's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wells Fargo Premier helps investors to forecast how Wells mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wells Fargo more accurately as focusing exclusively on Wells Fargo's fundamentals will not take into account other important factors: Wells Fargo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wells Fargo Premier, and traders can use it to determine the average amount a Wells Fargo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0085
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EKJFX |
Estimated Market Risk
| 2.02 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wells Fargo is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding Wells Fargo to a well-diversified portfolio.
Wells Fargo Fundamentals Growth
Wells Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Mutual Fund performance.
| Price To Earning | 26.11 X | ||||
| Price To Book | 5.04 X | ||||
| Price To Sales | 2.72 X | ||||
| Total Asset | 3.27 B | ||||
About Wells Fargo Performance
Evaluating Wells Fargo's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wells Fargo has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wells Fargo has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies and up to 20 percent of the funds total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of large-capitalization companies, which the advisor defines as securities of companies with market capitalizations within the range of the Russell 1000 Index at the time of purchase.Things to note about Wells Fargo Premier performance evaluation
Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wells Fargo Premier help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wells Fargo Premier generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Allspring Premier Large Company Growth Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund retains 98.62% of its assets under management (AUM) in equities |
- Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
- Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wells Fargo's mutual fund. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |