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Morningstar

Allspring Discovery SMID Cap Gr Inst WFDSX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 29.85  /  −1.78 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 52%

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

Morningstar’s Analysis WFDSX

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

  • People Pillar

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

Bouncing back as expected.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Allspring Discovery Smid Cap Growth’s aggressive approach will struggle at times, but the managers apply it consistently, which earns a Morningstar Medalist Rating of Bronze for the strategy’s cheapest share classes; more-expensive ones are Neutral.

by Eric Schultz
Rated on Published on

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Portfolio Holdings WFDSX

More WFDSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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