WFHHX Fundamentals

WFHHX -  USA Fund  

USD 53.43  0.04  0.07%

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

WFHHX Fundamentals 

 
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WFHHX Five Year Return Analysis

Wf Special's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Wf Special Five Year Return

    
  3.20 %  
Most of Wf Special's fundamental indicators, such as Five 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 Special Mid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Wf Special Five Year Return Component Assessment

According to the company disclosure, Wf Special Mid has a Five Year Return of 3.2%. This is 37.86% lower than that of the Wells Fargo Funds family and significantly higher than that of the Mid-Cap Value category. The five year return for all United States funds is notably lower than that of the firm.

Wf Special Mid Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Wf Special's current stock value. Our valuation model uses many indicators to compare Wf Special value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wf Special competition to find correlations between indicators driving Wf Special's intrinsic value. More Info.
Wf Special Mid is rated below average in net asset among similar funds. It is rated fourth in one year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Wf Special by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Wf Special's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wf Special's earnings, one of the primary drivers of an investment's value.

WFHHX Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wf Special'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 Special could also be used in its relative valuation, which is a method of valuing Wf Special by comparing valuation metrics of similar companies.
Wf Special is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for Wf Special

The fund consists of 98.23% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

WFHHX Fundamentals

About Wf Special Fundamental Analysis

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

Wf Special Investors Sentiment

The influence of Wf Special'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 WFHHX. 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 - WFHHX

Wf Special Mid Investor Sentiment

Macroaxis portfolio users are unemotional in their outlook on investing in Wf Special Mid. What is your outlook on investing in Wf Special Mid? 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 Special Piotroski F Score and Wf Special Altman Z Score analysis. Note that the Wf Special Mid information on this page should be used as a complementary analysis to other Wf Special'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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

Complementary Tools for WFHHX Mutual Fund analysis

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