Wells Fargo Special Fund Buy Hold or Sell Recommendation

WFPAX Fund  USD 48.41  0.24  0.50%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Wells Fargo Special is 'Strong Hold'. Macroaxis provides Wells Fargo buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WFPAX positions. The advice algorithm takes into account all of Wells Fargo's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Wells Fargo's buy or sell advice are summarized below:
Real Value
47.75
Hype Value
48.41
Market Value
48.41
Naive Value
48.37
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Wells Fargo Special given historical horizon and risk tolerance towards Wells Fargo. When Macroaxis issues a 'buy' or 'sell' recommendation for Wells Fargo Special, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Wells Mutual Fund please use our How to Invest in Wells Fargo guide.
In addition, we conduct extensive research on individual funds such as Wells and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Wells Fargo Special. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.

Execute Wells Fargo Buy or Sell Advice

The Wells recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wells Fargo Special. Macroaxis does not own or have any residual interests in Wells Fargo Special or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wells Fargo's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Wells FargoBuy Wells Fargo
Strong Hold

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Wells Fargo Special has a Risk Adjusted Performance of 0.1197, Jensen Alpha of (0), Total Risk Alpha of (0.02), Sortino Ratio of 0.0094 and Treynor Ratio of 0.123
Our trade advice tool can be used to complement Wells Fargo Special recommendation provided by experts. It analyzes the fund's potential to grow against your specific risk preferences and investment horizon. Use Wells Fargo Special year to date return and last dividend paid to ensure your buy or sell decision on Wells Fargo Special is adequate.

Wells Fargo Trading Alerts and Improvement Suggestions

The fund keeps about 5.33% of its net assets in cash

Wells Fargo Returns Distribution Density

The distribution of Wells Fargo's historical returns is an attempt to chart the uncertainty of Wells Fargo's future price movements. The chart of the probability distribution of Wells Fargo daily returns describes the distribution of returns around its average expected value. We use Wells Fargo Special price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wells Fargo returns is essential to provide solid investment advice for Wells Fargo.
Mean Return
0.14
Value At Risk
-0.86
Potential Upside
1.14
Standard Deviation
0.67
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wells Fargo historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Wells Fargo Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wells Fargo or Allspring Global Investments sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wells Fargo's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wells fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.0021
β
Beta against NYSE Composite1.07
σ
Overall volatility
0.67
Ir
Information ratio 0.01

Wells Fargo Volatility Alert

Wells Fargo Special exhibits relatively low volatility with skewness of -0.56 and kurtosis of 0.46. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wells Fargo's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wells Fargo's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Wells Fargo Fundamentals Vs Peers

Comparing Wells Fargo's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wells Fargo's direct or indirect competition across all of the common fundamentals between Wells Fargo and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wells Fargo or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wells Fargo's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Wells Fargo to competition
FundamentalsWells FargoPeer Average
Price To Earning20.05 X6.53 X
Price To Book1.99 X0.74 X
Price To Sales1.34 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return7.03 %0.39 %
One Year Return20.63 %4.15 %
Three Year Return8.84 %3.60 %
Five Year Return11.73 %3.24 %
Ten Year Return10.06 %1.79 %
Net Asset12.43 B4.11 B
Last Dividend Paid0.010.65
Cash Position Weight5.33 %10.61 %
Equity Positions Weight94.67 %63.90 %

Wells Fargo Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wells . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Wells Fargo Buy or Sell Advice

When is the right time to buy or sell Wells Fargo Special? Buying financial instruments such as Wells Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Wells Fargo in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Long/short ETFs Thematic Idea Now

Long/short ETFs
Long/short ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Long/short ETFs theme has 21 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Long/short ETFs Theme or any other thematic opportunities.
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Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Wells Mutual Fund please use our How to Invest in Wells Fargo guide.
Note that the Wells Fargo Special information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Complementary Tools for Wells Mutual Fund analysis

When running Wells Fargo's 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 the 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 if Wells Fargo is a good investment 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.