WFDRX Fundamentals

WFDRX -  USA Fund  

USD 56.20  0.26  0.46%

Wf Discovery fundamentals help investors to digest information that contributes to Wf Discovery's financial success or failures. It also enables traders to predict the movement of WFDRX Mutual Fund. This fundamental analysis module provides a way for investors to measures Wf Discovery'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 Wf Discovery 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.

WFDRX Fundamentals 

 
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WFDRX Ten Year Return Analysis

Wf Discovery's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Wf Discovery Ten Year Return

    
  15.21 %  
Most of Wf Discovery's fundamental indicators, such as Ten 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, Wf Discovery is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Wf Discovery Ten Year Return Component Assessment

Based on the latest financial disclosure, Wf Discovery has a Ten Year Return of 15.21%. This is 259.57% higher than that of the Wells Fargo Funds family and significantly higher than that of the Mid-Cap Growth category. The ten year return for all United States funds is notably lower than that of the firm.

Wf Discovery Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Wf Discovery's current stock value. Our valuation model uses many indicators to compare Wf Discovery value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wf Discovery competition to find correlations between indicators driving Wf Discovery's intrinsic value. More Info.
Wf Discovery is presently regarded as number one fund in cash position weight among similar funds. It is rated third in net asset among similar funds making up about  1,344,978,166  of Net Asset per Cash Position Weight.

WFDRX Net Asset Peer Comparison

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

Fund Asset Allocation for Wf Discovery

The fund consists of 96.31% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
 Value 
      Instrument Type 

WFDRX Fundamentals

About Wf Discovery Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wf Discovery's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wf Discovery using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wf Discovery 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 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. Wf Discovery is traded on NASDAQ Exchange in the United States.

Wf Discovery Investors Sentiment

The influence of Wf Discovery'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 WFDRX. 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 - WFDRX

Wf Discovery Investor Sentiment

Macroaxis portfolio users are unemotional in their outlook on investing in Wf Discovery. What is your outlook on investing in Wf Discovery? Are you bullish or bearish?
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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 Wf Discovery Piotroski F Score and Wf Discovery Altman Z Score analysis. Note that the Wf Discovery information on this page should be used as a complementary analysis to other Wf Discovery'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 Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Complementary Tools for WFDRX Mutual Fund analysis

When running Wf Discovery price analysis, check to measure Wf Discovery'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 Wf Discovery is operating at the current time. Most of Wf Discovery's value examination focuses on studying past and present price action to predict the probability of Wf Discovery's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wf Discovery's price. Additionally, you may evaluate how the addition of Wf Discovery to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wf Discovery's value and its price as these two are different measures arrived at by different means. Investors typically determine Wf Discovery value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wf Discovery'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.