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Morningstar

Allspring Discovery Small Cap Gr Gr A EGWAX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 11.99  /  −1.48 %
  • Total Assets 89.1 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 44%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 PM GMT+0

Morningstar’s Analysis EGWAX

Will EGWAX 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 EGWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EGWAX 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 EGWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A drop in its Process Pillar rating is the primary driver of Allspring Discovery Small Cap Gr Gr A's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings EGWAX

More EGWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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