WFIRX Rating, Research - Wells Fargo Advantage Index Inv

Wells Fargo Advantage Index Inv (wfirx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 274

Threats + Weaknesses = 183

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wfirx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wells Fargo Advantage Index Inv (WFIRX) Description: WFIRX is a mutual fund, which is an investment that owns a basket of assets. The WFIRX mutual fund was provided by Wells Fargo and this investment vehicle derives the majority of its value from equity holdings (stocks). Wells Fargos mutual fund has a long management tenure and is in the average fund size classification. WFIRXs minimum initial investment amount is $2500 while the IRA minimum is $2500. WFIRXs expense ratio is roughly 0%. The latest WFIRXs front end load was 0% and the back end load was 0%. The Wells Fargo Advantage Index Inv (WFIRX) mutual fund falls under the large-cap mixed category. WFIRX focuses its investments in USA and WFIRX is not affiliated with a particular industry or fund sector. The Wells Fargo Advantage Index Inv (WFIRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WFIRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WFIRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital and growth of income consistent with reasonable risk. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities (see equity research) of large, seasoned, U.S. and multinational companies, which is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index. It invests in the full spectrum of large companies including those with value or growth characteristics.


Management Analysis Update


Performance Analysis Update