Wells Fargo Small Fund Quote
| SCVJX Fund | USD 36.68 0.17 0.46% |
PerformanceSolid
| Odds Of DistressLow
|
Wells Fargo is trading at 36.68 as of the 20th of July 2025; that is 0.46% down since the beginning of the trading day. The fund's open price was 36.85. Wells Fargo has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. It is a feeder fund that invests substantially all of its assets in the Small Company Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.. More on Wells Fargo Small
Moving together with Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Wells Fargo Funds, Large Funds, Small Value Funds, Small Value, Wells Fargo Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Wells Fargo Small [SCVJX] is traded in USA and was established 20th of July 2025. Wells Fargo is listed under Wells Fargo Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Wells Fargo Funds family. This fund at this time has accumulated 121.56 M in assets with no minimum investment requirementsWells Fargo Small is currently producing year-to-date (YTD) return of 0.11% with the current yeild of 0.02%, while the total return for the last 3 years was 9.28%.
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 Small 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 Small Mutual Fund Constituents
| VSH | Vishay Intertechnology | Stock | Information Technology | |
| FCPT | Four Corners Property | Stock | Real Estate | |
| RGC | Regencell Bioscience Holdings | Stock | Health Care | |
| IVR | Invesco Mortgage Capital | Stock | Financials | |
| PCH | PotlatchDeltic Corp | Stock | Real Estate | |
| SNV | Synovus Financial Corp | Stock | Financials | |
| LITE | Lumentum Holdings | Stock | Information Technology | |
| NSIT | Insight Enterprises | Stock | Information Technology |
Wells Fargo Small Risk Profiles
| Mean Deviation | 0.8364 | |||
| Semi Deviation | 0.8216 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 |
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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