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Morningstar

Allspring Emerging Growth Inst WEMIX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 11.09  /  −0.89 %
  • Total Assets 243.3 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 70%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis WEMIX

Will WEMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WEMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WEMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WEMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Allspring Emerging Growth Inst to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WEMIX

More WEMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberArk Software Ltd

3.39 9.2 Mil
Technology

SPX Technologies Inc

3.07 8.3 Mil
Industrials

e.l.f. Beauty Inc

3.06 8.3 Mil
Consumer Defensive

Casella Waste Systems Inc Class A

2.87 7.8 Mil
Industrials

TransMedics Group Inc

2.81 7.6 Mil
Healthcare

SPS Commerce Inc

2.80 7.6 Mil
Technology

Comfort Systems USA Inc

2.49 6.8 Mil
Industrials

RadNet Inc

2.49 6.7 Mil
Healthcare

Kinsale Capital Group Inc

2.41 6.5 Mil
Financial Services

BellRing Brands Inc Class A

2.39 6.5 Mil
Consumer Defensive