Wells Fargo Fundamental Relationships

SSHIX -- USA Fund  

USD 8.62  0.00  0.00%

The Drivers Module shows relationships between Wells Fargo's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Wells Fargo Short Term Bond Inst over time as well as its relative position and ranking within its peers. Also please take a look at World Market Map.

Wells Fargo Short Five Year Return vs. Cash Position Weight Fundamental Analysis

Wells Fargo Short Term Bond Inst is rated below average in cash position weight among similar funds. It is rated below average in five year return among similar funds reporting about  0.78  of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Wells Fargo Short Term Bond Inst is roughly  1.29 
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Wells Fargo 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
5.53%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Wells Fargo 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
4.29%
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.

Wells Fargo Short Five Year Return Comparison

  Five Year Return 
      Wells Fargo Comparables 
Wells Fargo is currently under evaluation in five year return among similar funds.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas  
Search macroaxis.com