Wells Fargo Buy Hold or Sell Recommendation

SSHIX -- USA Fund  

USD 8.64  0.00  0.00%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Wells Fargo Short Term Bond Inst is 'Hold'. Macroaxis provides Wells Fargo buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SSHIX positions. The advice algorithm takes into account all of Wells Fargo Short available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SSHIX buy-and-hold prospective. Also please take a look at Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Wells FargoBuy Wells Fargo
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Wells Fargo Short Term Bond Inst has a risk adjusted performance of 0.1, jensen alpha of 0.01025, total risk alpha of 0.028782, sortino ratio of 0.0 and treynor ratio of 0.9821
We provide recommendation to complement the prevalent expert consensus on Wells Fargo Short. Our dynamic recommendation engine utilizes multi - dimensional algorithm to analyze the organization potential to grow using all technical and fundamental data available at the time. Please utilize Wells Fargo Short Term Bond Inst Number of Employees and Net Asset to make buy, hold, or sell decision on Wells Fargo Short.

Wells Fargo Returns Distribution Density

Mean Return0.0021Value At Risk0.12
Potential Upside0.00Standard Deviation0.05
 Return Density 
      Distribution 

Wells Fargo Greeks

α
Alpha over DOW
=0.01
β
Beta against DOW=0.01
σ
Overall volatility
=0.05
Ir
Information ratio =2.99

Wells Fargo Volatility Alert

Wells Fargo Short Term Bond Inst exhibits very low volatility with skewness of 1.23 and kurtosis of 8.3. However, we advise investors to further study Wells Fargo Short Term Bond Inst technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Wells Fargo to competition

Wells Fargo Fundamental Vs Peers

FundamentalsWells FargoPeer Average
One Year Return2.37 % 2.30 %
Three Year Return5.36 % 3.97 %
Five Year Return4.29 % 1.27 %
Ten Year Return3.78 % 1.17 %
Net Asset419.52 M1.37 B
Minimum Initial Investment1000 K8.09 M
Last Dividend Paid0.021.05
Cash Position Weight5.97 % 14.48 %
Bond Positions Weight93.50 % 14.72 %

Wells Fargo Alerts

Trading Alerts and Improvement Suggestions

On August 31, 2018 Wells Fargo paid $ 0.016 per share dividend to its current shareholders
The fund maintains about 5.97% of its assets in cash
Also please take a look at Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
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