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Wells Fargo Target 2040 R (WFMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.67-0.29 (-2.24%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash7.24%
Stocks71.67%
Bonds20.55%
Others0.01%
Preferred0.04%
Convertible0.50%

Sector weightings (%)

Sector(s)
WFMRX
Basic materials
4.18%
Consumer cyclical
11.73%
Financial services
14.86%
Property
3.80%
Consumer defensive
7.33%
Healthcare
12.85%
Utilities
2.28%
Communication services
7.04%
Energy
5.59%
Industrials
11.27%
Technology
19.05%

Equity holdings

AverageWFMRXCategory average
Price/Earnings0.0823.13
Price/book0.492.89
Price/sales0.852.12
Price/Cash flow0.114.1
Median market cap39,935.7869,227.1
3-year earnings growth17.712.06

Bond holdings

AverageWFMRXCategory average
Maturity95.678.06
Duration3.136.63
Credit qualityN/AN/A

Bond ratings

Sector(s)WFMRX
US government8.05%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A