Wells Fargo Mon Fund Quote
Wells Fargo is trading at 18.52 as of the 18th of November 2025; that is No Change since the beginning of the trading day. The fund's open price was 18.52. The performance scores are derived for the period starting the 20th of August 2025 and ending today, the 18th of November 2025. Click here to learn more.
Wells Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Allspring Global Investments (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Wells Fargo Mon [SCSDX] is traded in USA and was established 18th of November 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Allspring Global Investments family. This fund at this time has accumulated 858.32 M in assets with no minimum investment requirementsWells Fargo Mon is currently producing year-to-date (YTD) return of 0.75%, while the total return for the last 3 years was 9.56%.
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 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
| AME | Ametek Inc | Stock | Industrials | |
| HAE | Haemonetics | Stock | Health Care | |
| RJF | Raymond James Financial | Stock | Financials | |
| DAN | Dana Inc | Stock | Consumer Discretionary | |
| HOLX | Hologic | Stock | Health Care | |
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| VICI | VICI Properties | Stock | Real Estate | |
| ON | ON Semiconductor | Stock | Information Technology |
Wells Fargo Mon Risk Profiles
| Mean Deviation | 0.5598 | |||
| Standard Deviation | 0.891 | |||
| Variance | 0.7939 | |||
| Risk Adjusted Performance | (0.02) |
Wells Fargo Against Markets
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.
| Risk & Return | Correlation |
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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