Wells Fargo Advantage Fund Analysis
| EVUAX Fund | USD 21.25 0.18 0.85% |
Wells Fargo's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Wells Fargo's financial risk is the risk to Wells Fargo stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Wells Fargo's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Wells Fargo is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Wells Fargo to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Wells Fargo is said to be less leveraged. If creditors hold a majority of Wells Fargo's assets, the Mutual Fund is said to be highly leveraged.
Wells Fargo Advantage is overvalued with Real Value of 19.23 and Hype Value of 21.25. The main objective of Wells Fargo fund analysis is to determine its intrinsic value, which is an estimate of what Wells Fargo Advantage is worth, separate from its market price. There are two main types of Wells Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Wells Fargo Advantage. On the other hand, technical analysis, focuses on the price and volume data of Wells Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Wells Fargo mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Wells |
Wells Mutual Fund Analysis Notes
The fund generated returns of 9.0% over the last ten years. Wells Fargo Advantage retains 98.0% of assets under management (AUM) in equities. This fund last dividend was 0.08 per share. Large Value To learn more about Wells Fargo Advantage call the company at 800-222-8222.Wells Fargo Advantage Investment Alerts
| The fund retains 98.0% of its assets under management (AUM) in equities |
Top Wells Fargo Advantage Mutual Fund Constituents
| SHEN | Shenandoah Telecommunications Co | Stock | |
| LNT | Alliant Energy Corp | Stock | |
| XEL | Xcel Energy | Stock | |
| AEP | American Electric Power | Stock | |
| VZ | Verizon Communications | Stock | |
| V | Visa Class A | Stock | |
| SRE | Sempra Energy | Stock | |
| SO | Southern Company | Stock | |
| NEE | Nextera Energy | Stock | |
| MA | Mastercard | Stock | |
| EXC | Exelon | Stock | |
| ES | Eversource Energy | Stock | |
| DUK | Duke Energy | Stock | |
| D | Dominion Energy | Stock | |
| CMS | CMS Energy | Stock | |
| CMCSA | Comcast Corp | Stock | |
| AWK | American Water Works | Stock | |
| EIX | Edison International | Stock |
Institutional Mutual Fund Holders for Wells Fargo
Have you ever been surprised when a price of an equity instrument such as Wells Fargo is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wells Fargo Advantage backward and forwards among themselves. Wells Fargo's institutional investor refers to the entity that pools money to purchase Wells Fargo's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| CGHIX | Crow Point Defined | Mutual Fund | Tactical Allocation |
Wells Fargo Outstanding Bonds
Wells Fargo issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wells Fargo Advantage uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wells bonds can be classified according to their maturity, which is the date when Wells Fargo Advantage has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| WELLS FARGO BK Corp BondUS94980VAG32 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Wells Fargo Predictive Daily Indicators
Wells Fargo intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wells Fargo mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 21.25 | |||
| Day Typical Price | 21.25 | |||
| Price Action Indicator | 0.09 | |||
| Period Momentum Indicator | 0.18 | |||
| Relative Strength Index | 56.63 |
Wells Fargo Forecast Models
Wells Fargo's time-series forecasting models are one of many Wells Fargo's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wells Fargo's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Wells Fargo Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Wells Fargo's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Wells Fargo, which in turn will lower the firm's financial flexibility.Wells Fargo Corporate Bonds Issued
About Wells Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Wells Fargo prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wells shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Wells Fargo. By using and applying Wells Mutual Fund analysis, traders can create a robust methodology for identifying Wells entry and exit points for their positions.
The fund invests at at least 80 percent of its net assets in common, preferred and convertible preferred stocks of utility and telecommunications companies. It up to 20 percent of the funds net assets in dividend-paying equity securities of non-utility and non-telecommunications companies. The fund invests up to 25 percent of its total assets in equity securities of foreign issuers, including ADRs and similar investments and up to 10 percent of its total assets in emerging market equity securities. It is non-diversified.
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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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |