Wealthbuilder Fundamentals

WEACX -  USA Fund  

USD 23.50  0.04  0.17%

Wealthbuilder Equity fundamentals help investors to digest information that contributes to Wealthbuilder Equity's financial success or failures. It also enables traders to predict the movement of Wealthbuilder Mutual Fund. This fundamental analysis module provides a way for investors to measures Wealthbuilder Equity's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wealthbuilder Equity mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Search Fundamentals 


Wealthbuilder One Year Return Analysis

Wealthbuilder Equity's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
(Mean of Monthly Returns - 1) 
More About One Year Return | All Equity Analysis

Current Wealthbuilder Equity One Year Return

  13.06 %  
Most of Wealthbuilder Equity's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wealthbuilder Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

Wealthbuilder Equity One Year Return Component Assessment

Based on the recorded statements, Wealthbuilder Equity has an One Year Return of 13.06%. This is 191.52% higher than that of the Wells Fargo Funds family and significantly higher than that of the Family category. The one year return for all United States funds is notably lower than that of the firm.

Wealthbuilder Equity Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Wealthbuilder Equity's current stock value. Our valuation model uses many indicators to compare Wealthbuilder Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wealthbuilder Equity competition to find correlations between indicators driving Wealthbuilder Equity's intrinsic value. More Info.
Wealthbuilder Equity is presently regarded as number one fund in one year return among similar funds. It is rated below average in net asset among similar funds making up about  35,761,868  of Net Asset per One Year Return.

Wealthbuilder Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wealthbuilder Equity's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wealthbuilder Equity could also be used in its relative valuation, which is a method of valuing Wealthbuilder Equity by comparing valuation metrics of similar companies.
Wealthbuilder Equity is currently under evaluation in equity positions weight among similar funds.

Fund Asset Allocation for Wealthbuilder Equity

The fund consists of 86.09% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
      Instrument Type 

Wealthbuilder Fundamentals

About Wealthbuilder Equity Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wealthbuilder Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wealthbuilder Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wealthbuilder Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks long-term capital appreciation with no emphasis on income. Wealthbuilder Equity is traded on NASDAQ Exchange in the United States.

Wealthbuilder Equity Investors Sentiment

The influence of Wealthbuilder Equity's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Wealthbuilder. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - WEACX

Wealthbuilder Equity Investor Sentiment

Macroaxis portfolio users are unemotional in their outlook on investing in Wealthbuilder Equity. What is your outlook on investing in Wealthbuilder Equity? Are you bullish or bearish?
50% Bullish
50% Bearish

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity..
Check out Wealthbuilder Equity Piotroski F Score and Wealthbuilder Equity Altman Z Score analysis. 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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

Complementary Tools for Wealthbuilder Mutual Fund analysis

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.
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Transaction History
View history of all your transactions and understand their impact on performance
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
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.