Wealthbuilder Conservative Mutual Fund Money Managers
WCAFX Fund | USD 8.94 0.04 0.45% |
Break down of Wealthbuilder Conservative's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Wealthbuilder Conservative's future under-performance.
Wealthbuilder |
Symbol | WCAFX |
Name | Wealthbuilder Conservative Allocation |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Wealthbuilder Conservative Allocation Leadership is currently not available.
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Wealthbuilder Conservative Net Asset Comparison
Wealthbuilder Conservative Allocation is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--15% to 30% Equity category is currently estimated at about 25.52 Billion. Wealthbuilder Conservative maintains roughly 137.69 Million in net asset contributing less than 1% to funds in Allocation--15% to 30% Equity category.
Wealthbuilder Conservative Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Wealthbuilder Conservative Price Series Summation is a cross summation of Wealthbuilder Conservative price series and its benchmark/peer.
About Wealthbuilder Conservative Management Performance
The success or failure of an entity such as Wealthbuilder Conservative often depends on how effective the management is. Wealthbuilder Conservative management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Wealthbuilder management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Wealthbuilder management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 20 percent of its assets to stock funds, at least 65 percent and up to 85 percent of its assets to bond funds, up to 20 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Conservative financial ratios help investors to determine whether Wealthbuilder Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wealthbuilder with respect to the benefits of owning Wealthbuilder Conservative security.
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