Wells Mutual Fund Financials

WECCX -  USA Fund  

USD 5.77  0.14  2.37%

Understanding current and past Wells Fargo Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Wells Fargo's financial statements are interrelated, with each one affecting the others. For example, an increase in Wells Fargo's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Wells Fargo's financials over time to get the whole picture.
Please harness analysis of Wells Fargo Endeavor fundamentals to determine if markets are correctly pricing the fund. We were able to break down fourteen available indicators for Wells Fargo Endeavor, which can be compared to its rivals. Use Wells Fargo Endeavor three year return and cash position weight to make sure your decision on pricing Wells Fargo Endeavor is adequate. Use Wells Fargo to protect your portfolios against small market fluctuations. The fund experiences an unexpected downward movement. The market is reacting to new fundamentals. Check odds of Wells Fargo to be traded at $5.54 in 90 days.

Wells Fundamentals 

 
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With this module, you can analyze Wells financials for your investing period. You should be able to track the changes in Wells Fargo individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Chance Of Financial Distress
Less than 3
Wells Fargo Endeavor has less than 3 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Wells Fargo mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Wells Fargo's official financial statements usually reflect Wells Fargo's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Wells Fargo Endeavor. For example, before you start analyzing numbers published by Wells accountants, it's critical to develop an understanding of what Wells Fargo's liquidity, profitability, and earnings quality are in the context of the Wells Fargo Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Wells Fargo, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Wells Fargo Company Summary

Wells Fargo competes with Growth Fund, Growth Fund, Growth Fund, Growth Fund, and Growth Fund. The fund normally invests at least 80 percent of its total assets in equity securities and up to 25 percent of the funds total assets in equity securities of foreign issuers through ADRs and similar investments. Wells Fargo is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressWells Fargo Funds
Mutual Fund FamilyWells Fargo Funds
Mutual Fund CategoryLarge Growth
BenchmarkDOW
Phone800 222 8222
CurrencyUSD - US Dollar

Wells Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Wells Fargo's current stock value. Our valuation model uses many indicators to compare Wells Fargo value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wells Fargo competition to find correlations between indicators driving Wells Fargo's intrinsic value. More Info.
Wells Fargo Endeavor is rated below average in cash position weight among similar funds. It is presently regarded as number one fund in one year return among similar funds reporting about  63.00  of One Year Return per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Wells Fargo by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Wells Fargo'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 Wells Fargo's earnings, one of the primary drivers of an investment's value.

Wells Fargo Endeavor Systematic Risk

Wells Fargo's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wells Fargo volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Wells Fargo Endeavor correlated with the market. If Beta is less than 0 Wells Fargo generally moves in the opposite direction as compared to the market. If Wells Fargo Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wells Fargo Endeavor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wells Fargo is generally in the same direction as the market. If Beta > 1 Wells Fargo moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Wells Fargo Financials

What exactly are Wells Fargo Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Wells Fargo's income statement, its balance sheet, and the statement of cash flows. Potential Wells Fargo investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Wells Fargo investors may use each financial statement separately, they are all related. The changes in Wells Fargo's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Wells Fargo'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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Wells Fargo is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Wells grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Wells Fargo Endeavor is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 1.67 Trillion. Wells Fargo adds roughly 294.68 Million in net asset claiming only tiny portion of funds under Large Growth category.

Wells Fargo December 1, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Wells Fargo help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wells Fargo Endeavor. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wells Fargo Endeavor based on widely used predictive technical indicators. In general, we focus on analyzing Wells Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wells Fargo's daily price indicators and compare them against related drivers.
Information Ratio0.0534
Maximum Drawdown4.23
Value At Risk(2.15)
Potential Upside1.36
Check out Your Current Watchlist. Note that the Wells Fargo Endeavor information on this page should be used as a complementary analysis to other Wells Fargo'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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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