Wells Mutual Fund Analysis

WFDSX -  USA Fund  

USD 55.78  0.95  1.67%

The current indifference towards the small price fluctuations of Wells Fargo Fds may raise some interest from investors as it is trading at a share price of 55.78 on very low momentum in trading volume. The fund managers did not add any value to Wells Fargo Fds investors in August. However, most investors can still diversify their portfolios with Wells Fargo Fds to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.11. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Wells Fargo mutual fund analysis report makes it easy to digest most publicly released information about Wells Fargo and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Wells Mutual Fund analysis module also helps to analyze the Wells Fargo price relationship with some important fundamental indicators such as market cap and management efficiency.

Wells Mutual Fund Analysis Notes

The fund generated five year return of 12.0%. Wells Fargo Fds keeps 96.31% of net assets in stocks. The fund normally invests at least 80% of its net assets in equity securities of small and mediumcapitalization companies; and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests in equity securities of small and mediumcapitalization companies that the managers believe offer favorable opportunities for growth. The fund may also invest in equity securities of foreign issuers through ADRs and similar investments. For more information please call the company at 866-765-0778.

Wells Fargo Fds Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Wells Fargo's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Wells Fargo Fds or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The fund keeps 96.31% of its net assets in stocks

Management Efficiency

Wells Fargo management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
CMG
Chipotle Mexican Grill 0.25 (1.31) 
PODD
Insulet Corp 0.0029 (2.53) 
CWST
Casella Waste Sys 0.19 (1.65) 
MRCY
Mercury Sys(0.30) (2.51) 
IAC
Iac Interactivecorp(0.16) (3.08) 
JBT
John Bean Technologies 0.10 (1.96) 
ESTC
Elastic NV 0.09 (2.99) 
IT
Gartner 0.24 (1.37) 
ALGN
Align Technology 0.12 (2.11) 
ZEN
Zendesk(0.11) (2.92) 
ERI
Eldorado Resorts 0.18 (6.36) 
WEX
Wex Inc(0.17) (2.82) 
EXAS
Exact Sciences Cor(0.13) (3.84) 
FIVN
Five9 Inc(0.0397) (2.90) 
TRU
TransUnion 0.044 (1.71) 
EPAM
Epam Systems 0.20 (2.10) 
HAE
Haemonetics Corp 0.05 (3.13) 
CW
Curtiss-Wright Corp(0.0326) (2.81) 
TTEK
Tetra Tech 0.19 (1.88) 
WCN
Waste Connections 0.12 (1.35) 

Technical Drivers

As of the 26th of September, Wells Fargo maintains the Downside Deviation of 1.1, mean deviation of 0.8426, and Market Risk Adjusted Performance of 1.15. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wells Fargo Fds, as well as the relationship between them. Specifically, you can use this information to find out if the fund will indeed mirror its model of past data patterns, or the prices will eventually revert. We are able to interpolate and collect nineteen technical drivers for Wells Fargo Fds, which can be compared to its rivals. Please check out Wells Fargo Fds standard deviation, value at risk, as well as the relationship between the Value At Risk and kurtosis to decide if Wells Fargo Fds is priced fairly, providing market reflects its latest price of 55.78 per share.

Wells Fargo Fds Price Movement Analysis

The output start index for this execution was nine with a total number of output elements of fifty-two. The Simple Moving Average indicator is calculated by adding the closing price of Wells Fargo for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out Wells Fargo Fds short-term fluctuations and highlight longer-term trends or cycles. View also all equity analysis or get more info about simple moving average overlap studies indicator.

Wells Fargo Technical and Predictive Indicators

Wells Fargo Forecast Models

Wells Fargo time-series forecasting models is one of many Wells Fargo's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wells Fargo's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Wells Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Wells Fargo stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wells shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Wells Fargo. By using and applying Wells Mutual Fund analysis, traders can create a robust methodology for identifying Wells entry and exit points for their positions.
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. Wells Fargo is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Wells Fargo to your portfolios without increasing risk or reducing expected return.

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Check out Your Current Watchlist. Note that the Wells Fargo Fds information on this page should be used as a complementary analysis to other Wells Fargo'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 Transaction History module to view history of all your transactions and understand their impact on performance.

Complementary Tools for Wells Mutual Fund analysis

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