Wells Fargo Financials
| WGLSX Fund | USD 15.10 0.13 0.85% |
Wells |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wells Fargo Fund Summary
Wells Fargo competes with Wasatch Small, Wasatch Emerging, Wasatch Emerging, Wasatch Global, and Wasatch Global. The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. The adviser will establish long and short positions in a portfolio of equity securities of companies of all market capitalizations. Under normal market conditions, the advisor expects to invest the funds assets primarily in companies domiciled in the U.S. or listed on a U.S. exchange. The fund is non-diversified.Specialization | Long-Short Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wasatch Funds Trust |
| Mutual Fund Family | Wasatch |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 551 1700 |
| Currency | USD - US Dollar |
Wells Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wells Fargo's current stock value. Our valuation model uses many indicators to compare Wells Fargo value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wells Fargo competition to find correlations between indicators driving Wells Fargo's intrinsic value. More Info.Wells Fargo Advantage is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wells Fargo Advantage is roughly 13.37 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wells Fargo's earnings, one of the primary drivers of an investment's value.Wells Fargo Advantage Systematic Risk
Wells Fargo's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wells Fargo volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Wells Fargo Advantage correlated with the market. If Beta is less than 0 Wells Fargo generally moves in the opposite direction as compared to the market. If Wells Fargo Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wells Fargo Advantage is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wells Fargo is generally in the same direction as the market. If Beta > 1 Wells Fargo moves generally in the same direction as, but more than the movement of the benchmark.
Wells Fargo December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wells Fargo help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wells Fargo Advantage. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wells Fargo Advantage based on widely used predictive technical indicators. In general, we focus on analyzing Wells Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wells Fargo's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8318 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 6.04 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 0.9579 |
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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