Wells Fargo Diversified Fund Quote
| EKSRX Fund | USD 5.90 0.01 0.17% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Wells Fargo is trading at 5.90 as of the 28th of November 2024; that is 0.17% down since the beginning of the trading day. The fund's open price was 5.91. Wells Fargo has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wells Fargo Diversified are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests at least 80 percent of the funds total assets in a diversified portfolio of U.S. and non-U.S. income-producing securities of any quality. It invests up to 60 percent of its total assets in equity securities issued by U.S. or foreign issuers of any size. More on Wells Fargo Diversified
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Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Wells Fargo Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Wells Fargo Diversified [EKSRX] is traded in USA and was established 28th of November 2024. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Wells Fargo Funds family. This fund currently has accumulated 602.4 M in assets under management (AUM) with no minimum investment requirementsWells Fargo Diversified is currently producing year-to-date (YTD) return of 11.75% with the current yeild of 0.06%, while the total return for the last 3 years was 2.71%.
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 Diversified 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 Diversified Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| XLI | Industrial Select Sector | Etf | Industrials |
Wells Fargo Diversified Risk Profiles
| Mean Deviation | 0.1773 | |||
| Semi Deviation | 0.1785 | |||
| Standard Deviation | 0.2521 | |||
| Variance | 0.0635 |
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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