Wells Fargo Special Fund Quote
| WFMIX Fund | USD 49.18 0.22 0.45% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Wells Fargo is trading at 49.18 as of the 4th of June 2024; that is -0.45% down since the beginning of the trading day. The fund's open price was 49.4. Wells Fargo has about a 21 % 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 Special are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of March 2024 and ending today, the 4th of June 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of medium-capitalization companies. Wf Special is traded on NASDAQ Exchange in the United States. More on Wells Fargo Special
Moving together with Wells Mutual Fund
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RefreshWells Mutual Fund Highlights
| Fund Concentration | Mid-Cap Value, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Wells Fargo Special [WFMIX] is traded in USA and was established 4th of June 2024. The fund is listed under Mid-Cap Value category and is part of Allspring Global Investments family. This fund at this time has accumulated 12.43 B in net assets with minimum initial investment of 1000 K. Wells Fargo Special is currently producing year-to-date (YTD) return of 6.97% with the current yeild of 0.01%, while the total return for the last 3 years was 5.8%.
Check Wells Fargo Probability Of Bankruptcy
Top Wells Fargo Special Mutual Fund Constituents
| ALL | The Allstate | Stock | Financials |
| APTV | Aptiv PLC | Stock | Consumer Discretionary |
| ACGL | Arch Capital Group | Stock | Financials |
| INVH | Invitation Homes | Stock | Real Estate |
| L | Loews Corp | Stock | Financials |
| AEP | American Electric Power | Stock | Utilities |
| SWK | Stanley Black Decker | Stock | Industrials |
Wells Fargo Special 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.
| Mean Deviation | 0.5526 | |||
| Semi Deviation | 0.733 | |||
| Standard Deviation | 0.7059 | |||
| Variance | 0.4982 |
Wells Fargo Against Markets
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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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