Wells Mutual Fund Buy Hold or Sell Recommendation

WFDSX -  USA Fund  

USD 55.25  0.61  1.09%

Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Wells Fargo Fds is 'Strong 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.

Wells Advice 

 
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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
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Wells Fargo Fds has a Risk Adjusted Performance of 0.0771, Jensen Alpha of 0.056, Total Risk Alpha of 0.014, Sortino Ratio of 0.013 and Treynor Ratio of 0.1402
Our trade recommendation module provides unbiased trade advice that can be used to complement current average analyst sentiment on Wells Fargo Fds. Our trade recommendation engine provides an advice for the entity potential to grow from the perspective of an investor's risk tolerance and investing horizon. Use Wells Fargo Fds three year return and equity positions weight to ensure your buy or sell decision on Wells Fargo Fds is adequate.

Wells Fargo Trading Alerts and Improvement Suggestions

Wells Fargo Fds is unlikely to experience financial distress in the next 2 years
The fund keeps 96.31% 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 Return0.10Value At Risk-3.57
Potential Upside2.87Standard Deviation2.38
 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 Wells Fargo Funds 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
0.06
β
Beta against DOW0.68
σ
Overall volatility
2.33
Ir
Information ratio 0.0157

Wells Fargo Volatility Alert

Wells Fargo Fds currently demonstrates below-average downside deviation. It has Information Ratio of 0.02 and Jensen Alpha of 0.06. However, we advise investors to further question Wells Fargo Fds expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. 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 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 Asset3.08 B4.11 B
Minimum Initial Investment1000 K976.16 K
Cash Position Weight2.29 %10.61 %
Equity Positions Weight96.31 %63.90 %

Wells Fargo Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wells . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power(9,223,372,036,855)
Rate Of Daily Change0.99
Day Median Price55.25
Day Typical Price55.25
Price Action Indicator(0.30)

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.

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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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Obamacare Repeal Theme
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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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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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.