Wealthbuilder Mutual Fund Quote

WEACX -  USA Fund  

USD 23.13  0.17  0.74%

Wealthbuilder Equity is trading at 23.13 as of the 29th of July 2021; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 22.96. Wealthbuilder Equity has a very small chance of experiencing financial distress in the next few years but had a somewhat weak 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 29th of June 2021 and ending today, the 29th of July 2021. Click here to learn more.
 Market Performance
2 of 100
  Odds Of Distress
Less than 1

Wealthbuilder Equity Mutual Fund Profile

The investment seeks long-term capital appreciation with no emphasis on income. Wealthbuilder Equity is traded on NASDAQ Exchange in the United States. more on Wealthbuilder Equity
Wealthbuilder Equity is unlikely to experience financial distress in the next 2 years
The fund keeps 86.09% of its net assets in stocks
Legal NameWealthbuilder Equity
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Wealthbuilder Equity's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.3
Startdate30th of September 2013
Wealthbuilder Equity [WEACX] is traded in USA and was established 29th of July 2021. The fund is listed under Allocation--85%+ Equity category and is part of Wells Fargo Funds family. Wealthbuilder Equity at this time has accumulated 467.05 M in net assets with minimum initial investment of 1 K. , while the total return for the last 3 years was 6.97%.
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 Equity , and the less return is expected.

Top Wealthbuilder Equity Constituents

Wealthbuilder Equity Target Price Odds Analysis

What are Wealthbuilder Equity's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Wealthbuilder Equity jumping above the current price in 90 days from now is about 7.98%. 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 Wealthbuilder Equity has a beta of 0.2839. This entails as returns on the market go up, Wealthbuilder Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wealthbuilder Equity will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0182, implying that it can generate a 0.0182 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 23.13HorizonTargetOdds Up 23.13 
91.74%90 days
 23.13 
7.98%
Based on a normal probability distribution, the odds of Wealthbuilder Equity to move above the current price in 90 days from now is about 7.98 (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.

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 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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Check out Your Current Watchlist. 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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Wealthbuilder Equity 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 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 Wealthbuilder Equity value 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.