Wells Fargo Large Fund Quote

STRFX Fund  USD 7.06  0.04  0.57%   

Performance

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Odds Of Distress

Less than 22

 
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Wells Fargo is trading at 7.06 as of the 27th of November 2024; that is 0.57 percent up since the beginning of the trading day. The fund's open price was 7.02. 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. Equity ratings for Wells Fargo Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2023 and ending today, the 27th of November 2024. Click here to learn more.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets plus borrowings for investment purposes in a diversified portfolio of corporate debt securities, including corporate bonds, notes and debentures. More on Wells Fargo Large

Moving together with Wells Mutual Fund

  0.71SBIAX Sterling Capital BehPairCorr
  0.74SBIDX Sterling Capital BehPairCorr
  0.73SBIIX Sterling Capital BehPairCorr
  0.86BSCIX Sterling Capital SouthPairCorr
  0.85BSCCX Sterling Capital SouthPairCorr

Moving against Wells Mutual Fund

  0.72STRSX Sterling Capital SpecialPairCorr
  0.71BBISX Sterling Capital BehPairCorr
  0.67STSCX Sterling Capital StrattonPairCorr
  0.67STSOX Sterling Capital StrattonPairCorr
  0.67STSNX Sterling Capital StrattonPairCorr
  0.63STRGX Sterling Capital StrattonPairCorr

Wells Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Funds, Long-Term Bond Funds, Long-Term Bond, Sterling Capital Funds (View all Sectors)
Update Date30th of September 2024
Wells Fargo Large [STRFX] is traded in USA and was established 27th of November 2024. Wells Fargo is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Long-Term Bond category and is part of Sterling Capital Funds family. This fund at this time has accumulated 65.01 M in assets with minimum initial investment of 10 M. Wells Fargo Large is currently producing year-to-date (YTD) return of 1.75% with the current yeild of 0.0%, while the total return for the last 3 years was 21.62%.
Check Wells Fargo Probability Of Bankruptcy

Instrument Allocation

Wells Fargo Large Risk Profiles

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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