Wells Fargo Mon Fund Quote
| SCSRX Fund | USD 22.33 0.04 0.18% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Wells Fargo is trading at 22.33 as of the 2nd of December 2024; that is 0.18% down since the beginning of the trading day. The fund's open price was 22.37. Wells Fargo has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Wells Fargo Mon are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks and up to 25 percent of the funds total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in common stocks of small-and medium-capitalization domestic and foreign companies, which the manager defines as those with market capitalizations falling within the ranges of the Russell 2000 Index and the Russell Midcap Index at the time of purchase.. More on Wells Fargo Mon
Moving together with Wells Mutual Fund
| 0.82 | WRPIX | Wells Fargo Alternative | PairCorr |
| 0.83 | WRPRX | Wells Fargo Alternative | PairCorr |
| 0.96 | WSCJX | Wells Fargo Small | PairCorr |
Moving against Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Wells Fargo Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Wells Fargo Mon [SCSRX] is traded in USA and was established 2nd of December 2024. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Wells Fargo Funds family. This fund at this time has accumulated 1.2 B in assets with no minimum investment requirementsWells Fargo Mon is currently producing year-to-date (YTD) return of 15.34%, while the total return for the last 3 years was 4.55%.
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 Mon 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 Mon Mutual Fund Constituents
| ASH | Ashland Global Holdings | Stock | Materials | |
| AL | Air Lease | Stock | Industrials | |
| ATKR | Atkore International Group | Stock | Industrials | |
| SRCL | Stericycle | Stock | Industrials | |
| CNO | CNO Financial Group | Stock | Financials | |
| URI | United Rentals | Stock | Industrials | |
| SUI | Sun Communities | Stock | Real Estate | |
| DOC | Healthpeak Properties | Stock | Real Estate |
Wells Fargo Mon Risk Profiles
| Mean Deviation | 0.714 | |||
| Semi Deviation | 0.6986 | |||
| Standard Deviation | 0.9961 | |||
| Variance | 0.9923 |
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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