Wells Mutual Fund Buy Hold or Sell Recommendation

WFDSX -  USA Fund  

USD 23.55  0.06  0.26%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Wells Fargo Fds is 'Cautious 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 WFDSX positions. The advice algorithm takes into account all of Wells Fargo's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Wells Fargo's buy-and-hold perspective. Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Wells and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Wells Fargo Fds.

Execute Wells Fargo Buy or Sell Advice

The Wells recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wells Fargo Fds. Macroaxis does not own or have any residual interests in Wells Fargo Fds or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wells Fargo's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Wells FargoBuy Wells Fargo
Cautious Hold

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Actively responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Wells Fargo Fds has a Mean Deviation of 2.54, Standard Deviation of 3.09 and Variance of 9.52
Our trade advice module complements current analysts and expert consensus on Wells Fargo Fds. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Please utilize Wells Fargo Fds three year return to make buy, hold, or sell decision on Wells Fargo Fds.

Wells Fargo Trading Alerts and Improvement Suggestions

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 96.23% of its net assets in stocks

Wells Fargo Returns Distribution Density

The distribution of Wells Fargo's historical returns is an attempt to chart the future uncertainty of Wells Fargo's future price movements. The chart of the probability distribution of Wells Fargo stock daily returns describes the distribution of returns around its average expected value. We use Wells Fargo Fds price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wells Fargo returns is essential to provide solid investment advice for Wells Fargo stock.
Mean Return-0.4Value At Risk-4.75
Potential Upside5.24Standard Deviation3.09
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wells Fargo historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Wells Fargo Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wells Fargo or Allspring Global Investments sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wells Fargo stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wells stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.11
β
Beta against DOW1.78
σ
Overall volatility
3.07
Ir
Information ratio -0.08

Wells Fargo Volatility Alert

Wells Fargo Fds exhibits very low volatility with skewness of 0.21 and kurtosis of -0.32. However, we advise investors to further study Wells Fargo Fds technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wells Fargo's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wells Fargo's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Wells Fargo Implied Volatility

Wells Fargo's implied volatility exposes the market's sentiment of Wells Fargo Fds stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Wells Fargo's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Wells Fargo stock will not fluctuate a lot when Wells Fargo's options are near their expiration.

Wells Fargo Fundamentals Vs Peers

Comparing Wells Fargo's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wells Fargo's direct or indirect competition across all of the common fundamentals between Wells Fargo and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wells Fargo or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wells Fargo's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Wells Fargo to competition
FundamentalsWells FargoPeer Average
Price to Earning30.94 X6.53 X
Price to Book4.13 X0.74 X
Price to Sales2.38 X0.61 X
One Year Return20.35 %4.15 %
Three Year Return17.04 %3.60 %
Five Year Return12.31 %3.24 %
Ten Year Return15.22 %1.79 %
Net Asset2.61 B4.11 B
Cash Position Weight3.78 %10.61 %
Equity Positions Weight96.23 %63.90 %

About Wells Fargo Buy or Sell Advice

When is the right time to buy or sell Wells Fargo Fds? Buying financial instruments such as Wells Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Wells Fargo investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Wells Fargo in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Market Neutral
Market Neutral Theme
Funds or Etfs that invest in both long and short positions of different entities to enhance returns from broad market movements over time. The Market Neutral theme has 40 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Market Neutral Theme or any other thematic opportunities.
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Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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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.