Growth Balanced Financial Statements From 2010 to 2024
| WFGWXDelisted Fund | USD 38.33 0.00 0.00% |
Check Growth Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Growth main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Growth financial statements analysis is a perfect complement when working with Growth Balanced Valuation or Volatility modules.
Growth |
Growth Balanced Fund Mutual Fund Three Year Return Analysis
Growth Balanced'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 Growth Balanced Three Year Return | 1.74 % |
Most of Growth Balanced'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, Growth Balanced 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.
CompetitionBased on the latest financial disclosure, Growth Balanced Fund has a Three Year Return of 1.738%. This is much higher than that of the Allspring Global Investments family and significantly higher than that of the Allocation--50% to 70% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Growth Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Growth Balanced's current stock value. Our valuation model uses many indicators to compare Growth Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Growth Balanced competition to find correlations between indicators driving Growth Balanced's intrinsic value. More Info.Growth Balanced Fund is presently regarded as number one fund in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Growth Balanced Fund is roughly 8.36 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Growth Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Growth Balanced's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Growth Balanced's earnings, one of the primary drivers of an investment's value.About Growth Balanced Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Growth Balanced income statement, its balance sheet, and the statement of cash flows. Growth Balanced investors use historical funamental indicators, such as Growth Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Although Growth Balanced investors may use each financial statement separately, they are all related. The changes in Growth Balanced's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Growth Balanced's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Growth Balanced Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Growth Balanced. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by allocating up to 75 percent of its assets to equity securities and up to 45 percent of its assets to fixed income securities. Wells Fargo is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Current Watchlist to better understand how to build diversified portfolios. 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 housing. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Other Consideration for investing in Growth Mutual Fund
If you are still planning to invest in Growth Balanced check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Growth Balanced's history and understand the potential risks before investing.
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