Wealthbuilder Equity Fund Quote

WEACX Fund  USD 20.77  0.16  0.78%   

Performance

17 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 33

 
100  
 
Zero
Below Average
Wealthbuilder Equity is trading at 20.77 as of the 29th of March 2024; that is 0.78 percent increase since the beginning of the trading day. The fund's open price was 20.61. Wealthbuilder Equity has about a 33 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Wealthbuilder Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by investing at least 80 percent of the funds net assets in equity securities. More on Wealthbuilder Equity

Moving together with Wealthbuilder Mutual Fund

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Wealthbuilder Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wealthbuilder Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wealthbuilder Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAllspring Global Investments Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Allspring Global Investments, Large Blend, Allocation--85%+ Equity (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of October 2022
Fiscal Year EndMay
Wealthbuilder Equity [WEACX] is traded in USA and was established 29th of March 2024. Wealthbuilder Equity is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Allspring Global Investments family. This fund at this time has accumulated 476.05 M in net assets with no minimum investment requirementsWealthbuilder Equity is currently producing year-to-date (YTD) return of 7.88%, while the total return for the last 3 years was 4.75%.
Check Wealthbuilder Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wealthbuilder Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wealthbuilder Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wealthbuilder Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Wealthbuilder Equity Mutual Fund Constituents

WFCIXWells Fargo EndeavorMutual FundLarge Growth
XLPConsumer Staples SelectEtfConsumer Defensive
DODFXDodge International StockMutual FundForeign Large Value
EMGDXWells Fargo EmergingMutual FundDiversified Emerging Mkts
IVVIShares Core SPEtfLarge Blend
WEMAXEmerging Growth FundMutual FundSmall Growth
EVSRXWells Fargo DisciplinedMutual FundLarge Blend
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Wealthbuilder Equity Target Price Odds Analysis

Based on a normal probability distribution, the odds of Wealthbuilder Equity jumping above the current price in 90 days from now is under 4%. The Wealthbuilder Equity probability density function shows the probability of Wealthbuilder Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0674. This entails Wealthbuilder Equity market returns are sensitive to returns on the market. As the market goes up or down, Wealthbuilder Equity is expected to follow. Additionally, wealthbuilder Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 20.77HorizonTargetOdds Above 20.77
96.20%90 days
 20.77 
3.73%
Based on a normal probability distribution, the odds of Wealthbuilder Equity to move above the current price in 90 days from now is under 4 (This Wealthbuilder Equity probability density function shows the probability of Wealthbuilder Mutual Fund to fall within a particular range of prices over 90 days) .

Wealthbuilder Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wealthbuilder Equity market risk premium is the additional return an investor will receive from holding Wealthbuilder Equity 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 Wealthbuilder Equity. 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 Wealthbuilder Equity's alpha and beta are two of the key measurements used to evaluate Wealthbuilder Equity's performance over the market, the standard measures of volatility play an important role as well.

Wealthbuilder Equity Against Markets

Picking the right benchmark for Wealthbuilder Equity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Wealthbuilder Equity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Wealthbuilder Equity is critical whether you are bullish or bearish towards Wealthbuilder Equity at a given time. Please also check how Wealthbuilder Equity's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Wealthbuilder Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Wealthbuilder Mutual Fund?

Before investing in Wealthbuilder Equity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Wealthbuilder Equity. To buy Wealthbuilder Equity fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wealthbuilder Equity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Wealthbuilder Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Wealthbuilder Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Wealthbuilder Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Wealthbuilder Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Wealthbuilder Equity?

The danger of trading Wealthbuilder Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wealthbuilder Equity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wealthbuilder Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wealthbuilder Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wealthbuilder Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Wealthbuilder Equity information on this page should be used as a complementary analysis to other Wealthbuilder Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running Wealthbuilder Equity's price analysis, check to measure Wealthbuilder Equity'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 Wealthbuilder Equity is operating at the current time. Most of Wealthbuilder Equity's value examination focuses on studying past and present price action to predict the probability of Wealthbuilder Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wealthbuilder Equity's price. Additionally, you may evaluate how the addition of Wealthbuilder Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wealthbuilder Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wealthbuilder Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wealthbuilder Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.