Wells Mutual Fund Quote

WFDSX -  USA Fund  

USD 23.55  0.06  0.26%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Wells Fargo is trading at 23.55 as of the 23rd of May 2022; that is 0.26 percent up since the beginning of the trading day. The fund's open price was 23.49. Wells Fargo has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Wells Fargo Fds are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2021 and ending today, the 23rd of May 2022. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of small- and medium-capitalization companies and up to 25 percent of the funds total assets in equity securities of foreign issuers through ADRs and similar investments. More on Wells Fargo Fds

Wells Fargo 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. Wells Fargo's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wells Fargo or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Wells Fargo Fds generated a negative expected return over the last 90 days
Wells Fargo Fds has high historical volatility and very poor performance
Wells Fargo Fds is unlikely to experience financial distress in the next 2 years
The fund keeps 95.9% of its net assets in stocks
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 Wells Fargo's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.11
Startdate10th of January 2012
Wells Fargo Fds [WFDSX] is traded in USA and was established 23rd of May 2022. The fund is listed under Mid-Cap Growth category and is part of Allspring Global Investments family. Wells Fargo Fds at this time has accumulated 2.61 B in net assets with minimum initial investment of 1000 K. , while the total return for the last 3 years was 17.04%.
Check Wells Fargo 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 Wells 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 Wells Fargo , and the less return is expected.

Top Wells Fargo Fds Constituents

Wells Fargo Target Price Odds Analysis

What are Wells Fargo's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Wells Fargo jumping above the current price in 90 days from now is over 95.63%. The Wells Fargo Fds probability density function shows the probability of Wells Fargo 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 1.7804. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Wells Fargo will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Wells Fargo Fds is significantly underperforming DOW.
  Odds Below 23.55HorizonTargetOdds Above 23.55
4.33%90 days
 23.55 
95.63%
Based on a normal probability distribution, the odds of Wells Fargo to move above the current price in 90 days from now is over 95.63 (This Wells Fargo Fds probability density function shows the probability of Wells Mutual Fund to fall within a particular range of prices over 90 days) .

Wells Fargo Fds 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.

Wells Fargo Against Markets

Picking the right benchmark for Wells Fargo 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 Wells Fargo 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 Wells Fargo is critical whether you are bullish or bearish towards Wells Fargo Fds at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Wells Fargo 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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Investing Wells Fargo Fds

You need to understand the risk of investing before taking a position in Wells Fargo. The danger of trading Wells Fargo Fds 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 Wells Fargo 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 Wells Fargo. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wells Fargo Fds 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. Note that the Wells Fargo Fds 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 Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for Wells Mutual Fund analysis

When running Wells Fargo Fds 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.