Wells Fargo Intrinsic Fund Quote
| EIVFX Fund | USD 14.79 0.12 0.82% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Wells Fargo is trading at 14.79 as of the 24th of November 2024; that is 0.82% up since the beginning of the trading day. The fund's open price was 14.67. Wells Fargo has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Wells Fargo Intrinsic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its total assets in equity securities of large-capitalization companies and up to 20 percent of the funds total assets in equity securities of foreign issuers, through ADRs and similar investments. It invests principally in equity securities of approximately 30 to 50 large-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 1000 Index at the time of purchase. More on Wells Fargo Intrinsic
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Moving against Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Value Funds, Large Value, Wells Fargo Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Wells Fargo Intrinsic [EIVFX] is traded in USA and was established 24th of November 2024. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Wells Fargo Funds family. This fund currently has accumulated 922.27 M in assets under management (AUM) with no minimum investment requirementsWells Fargo Intrinsic is currently producing year-to-date (YTD) return of 23.04% with the current yeild of 0.01%, while the total return for the last 3 years was 9.78%.
Check Wells Fargo Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wells Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wells Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wells Fargo Intrinsic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wells Fargo Intrinsic Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| MSI | Motorola Solutions | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| AER | AerCap Holdings NV | Stock | Industrials | |
| GILD | Gilead Sciences | Stock | Health Care | |
| NOC | Northrop Grumman | Stock | Industrials |
Wells Fargo Intrinsic Risk Profiles
| Mean Deviation | 0.4868 | |||
| Semi Deviation | 0.4641 | |||
| Standard Deviation | 0.619 | |||
| Variance | 0.3832 |
Wells Fargo Against Markets
Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells 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 Wells with respect to the benefits of owning Wells Fargo security.
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