Wells Fargo Large Fund Quote
STNFX Fund | USD 45.27 0.15 0.33% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wells Fargo is trading at 45.27 as of the 1st of February 2025; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 45.42. Wells Fargo has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 7th of February 2024 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies and up to 25 percent of its total assets in equity securities of foreign issuers, through ADRs and similar investments. It invests in equity securities of large-capitalization companies that the advisor believes have prospects for robust and sustainable growth of revenues and earnings. More on Wells Fargo Large
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Wells Mutual Fund Highlights
Fund Concentration | Allspring Global Investments Funds, Large Growth Funds, Large Growth, Allspring Global Investments (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 30th of June 2023 |
Fiscal Year End | July |
Wells Fargo Large [STNFX] is traded in USA and was established 1st of February 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Allspring Global Investments family. This fund at this time has accumulated 678.42 M in assets with no minimum investment requirementsWells Fargo Large is currently producing year-to-date (YTD) return of 5.28%, while the total return for the last 3 years was 15.44%.
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 Large 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 Large Mutual Fund Constituents
HD | Home Depot | Stock | Consumer Discretionary | |
GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
V | Visa Class A | Stock | Financials | |
SPLK | Splunk Inc | Stock | Information Technology | |
PYPL | PayPal Holdings | Stock | Financials | |
NVDA | NVIDIA | Stock | Information Technology | |
NOW | ServiceNow | Stock | Information Technology | |
MSFT | Microsoft | Stock | Information Technology |
Wells Fargo Large Risk Profiles
Mean Deviation | 1.08 | |||
Standard Deviation | 1.92 | |||
Variance | 3.7 | |||
Risk Adjusted Performance | (0.03) |
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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