Wealthbuilder Growth Financials
| WGCFX Fund | USD 13.47 0.06 0.45% |
Wealthbuilder |
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.
Wealthbuilder Growth Fund Summary
Wealthbuilder Growth competes with Columbia Global, Vanguard Information, Invesco Technology, Blackrock Science, and Goldman Sachs. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 70 percent of its assets to stock funds, up to 35 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.Specialization | null, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US94975J1280 |
| Business Address | Wells Fargo Funds |
| Mutual Fund Family | Allspring Global Investments |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 8222 |
| Currency | USD - US Dollar |
Wealthbuilder Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wealthbuilder Growth's current stock value. Our valuation model uses many indicators to compare Wealthbuilder Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wealthbuilder Growth competition to find correlations between indicators driving Wealthbuilder Growth's intrinsic value. More Info.Wealthbuilder Growth Allocation is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 299.73 of Year To Date Return per Annual Yield. 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 Wealthbuilder Growth's earnings, one of the primary drivers of an investment's value.Wealthbuilder Growth Systematic Risk
Wealthbuilder Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wealthbuilder Growth 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Wealthbuilder Growth correlated with the market. If Beta is less than 0 Wealthbuilder Growth generally moves in the opposite direction as compared to the market. If Wealthbuilder Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wealthbuilder Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wealthbuilder Growth is generally in the same direction as the market. If Beta > 1 Wealthbuilder Growth moves generally in the same direction as, but more than the movement of the benchmark.
Wealthbuilder Growth July 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wealthbuilder Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wealthbuilder Growth Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wealthbuilder Growth Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Wealthbuilder Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wealthbuilder Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5128 | |||
| Information Ratio | 0.0065 | |||
| Maximum Drawdown | 2.08 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.9501 |
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Growth financial ratios help investors to determine whether Wealthbuilder 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 Wealthbuilder with respect to the benefits of owning Wealthbuilder Growth security.
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