Wells Fargo Large Fund Quote

EGOAX Fund  USD 18.30  0.02  0.11%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Wells Fargo is trading at 18.30 as of the 19th of June 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 18.28. Wells Fargo has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wells Fargo Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of May 2024 and ending today, the 19th of June 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies and up to 10 percent of the funds total assets in equity securities of foreign issuers, including ADRs and similar investments. Wf Large is traded on NASDAQ Exchange in the United States.. More on Wells Fargo Large

Moving together with Wells Mutual Fund

  0.8VTSAX Vanguard Total StockPairCorr
  0.8VFIAX Vanguard 500 IndexPairCorr
  0.8VTSMX Vanguard Total StockPairCorr
  0.75VITSX Vanguard Total StockPairCorr
  0.8VSMPX Vanguard Total StockPairCorr
  0.8VSTSX Vanguard Total StockPairCorr

Wells Mutual Fund Highlights

Fund ConcentrationLarge Blend, Allspring Global Investments (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date30th of June 2023
Fiscal Year EndJuly
Wells Fargo Large [EGOAX] is traded in USA and was established 19th of June 2024. The fund is listed under Large Blend category and is part of Allspring Global Investments family. This fund currently has accumulated 444.8 M in assets under management (AUM) with minimum initial investment of 1 K. Wells Fargo Large is currently producing year-to-date (YTD) return of 12.75% with the current yeild of 0.0%, while the total return for the last 3 years was 10.41%.
Check Wells Fargo Probability Of Bankruptcy

Instrument Allocation

Top Wells Fargo Large Mutual Fund Constituents

ORCLOracleStockInformation Technology
NOCNorthrop GrummanStockIndustrials
TGTTargetStockConsumer Staples
LMTLockheed MartinStockIndustrials
PLDPrologisStockReal Estate
UNHUnitedHealth Group IncorporatedStockHealth Care
COSTCostco Wholesale CorpStockConsumer Staples
NTAPNetApp IncStockInformation Technology
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Wells Fargo Large Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wells Fargo market risk premium is the additional return an investor will receive from holding Wells Fargo long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wells Fargo. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Wells Fargo's alpha and beta are two of the key measurements used to evaluate Wells Fargo's performance over the market, the standard measures of volatility play an important role as well.

Wells Fargo Against Markets

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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