Wells Mutual Fund Quote

Wells Fargo is trading at 4.61 as of the 2nd of October 2022; that is No Change since the beginning of the trading day. The fund's open price was 4.61. Equity ratings for Wells Fargo Target are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2022 and ending today, the 2nd of October 2022. Click here to learn more.

Wells Fargo Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wells Fargo's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wells Fargo or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Wells Fargo Target is not yet fully synchronised with the market data
Wells Fargo Target generated a negative expected return over the last 90 days
Wells Fargo Target is unlikely to experience financial distress in the next 2 years
On 25th of August 2022 Wells Fargo paid $ 0.1997 per share dividend to its current shareholders
The fund keeps about 5.98% of its net assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Wells Fargo's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedFairly Valued
Startdate14th of July 2017
Wells Fargo Target [WFAYX] is traded in USA and was established 2nd of October 2022. The fund is listed under Target-Date 2025 category and is part of Wells Fargo Funds family. Wells Fargo Target at this time has accumulated 191.65 M in net assets with no minimum investment requirements, while the total return for the last 3 years was 4.13%.
Check Wells Fargo Probability Of Bankruptcy

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 Target 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 Target Constituents

Wells Fargo Target Price Odds Analysis

Based on a normal probability distribution, the odds of Wells Fargo jumping above the current price in 90 days from now is about 84.13%. The Wells Fargo Target probability density function shows the probability of Wells Fargo mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Wells Fargo has a beta of 0.0496. This entails as returns on the market go up, Wells Fargo average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wells Fargo Target will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0054, implying that it can generate a 0.005373 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 4.61HorizonTargetOdds Above 4.61
15.61%90 days
 4.61 
84.13%
Based on a normal probability distribution, the odds of Wells Fargo to move above the current price in 90 days from now is about 84.13 (This Wells Fargo Target probability density function shows the probability of Wells Mutual Fund to fall within a particular range of prices over 90 days) .

Wells Fargo Target Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wells Fargo market risk premium is the additional return an investor will receive from holding Wells Fargo long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wells Fargo. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Wells Fargo's alpha and beta are two of the key measurements used to evaluate Wells Fargo's performance over the market, the standard measures of volatility play an important role as well.

Wells Fargo Against Markets

Picking the right benchmark for Wells Fargo mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Wells Fargo mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Wells Fargo is critical whether you are bullish or bearish towards Wells Fargo Target at a given time.

Wells Fargo Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Wells Fargo mutual fund to make a market-neutral strategy. Peer analysis of Wells Fargo could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics with similar companies.
International BusinessAmn Healthcare ServicesTwist Bioscience CorpFreedom Holding CorpGx Nasdaq-100 CoveredFranklin Mutual EuropeanNatural Hlth TrdUSA Value FactorBetapro Canadian GoldAramark Holdings CorpLong-Term Govt BondMaiden Holdings NorthSeagate Technology HldgsVistra Energy CorpExxon Mobil Corp
 Risk & Return  Correlation

Invested in Wells Fargo Target?

The danger of trading Wells Fargo Target is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wells Fargo is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wells Fargo. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wells Fargo Target is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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When running Wells Fargo Target price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine Wells Fargo value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.