Wells Fargo Fundamental Relationships

SSHIX -- USA Fund  

USD 8.63  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 Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis

Wells Fargo Short Term Bond Inst is rated third largest fund in minimum initial investment among similar funds. It is rated below average in cash position weight among similar funds . The ratio of Minimum Initial Investment to Cash Position Weight for Wells Fargo Short Term Bond Inst is about  167,504 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Wells Fargo 
Minimum Initial Investment 
=  
First Fund Deposit 
=
1000 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
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 
=
5.97 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Wells Fargo Short Cash Position Weight Comparison

  Cash Position Weight 
      Wells Fargo Comparables 
Wells Fargo is currently under evaluation in cash position weight among similar funds.

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