Skip to Content
Morningstar

Allspring Core Plus Bond Instl WIPIX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 10.96  /  +0.46 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 4.54%
  • Effective Duration 6.13 years

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:58 PM GMT+0

Morningstar’s Analysis WIPIX

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

  • People Pillar

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

Consistent.

Senior Analyst R.J. D'Ancona

R.J. D'Ancona

Senior Analyst

Summary

A seasoned crew oversees Allspring Core Plus Bond’s thoughtful approach, with varying price tags across share classes earning the strategy Morningstar Medalist Ratings that range from Silver to Neutral.

by R.J. D'Ancona
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WIPIX

More WIPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

16.27 1.1 Bil
Government

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

7.86 551.4 Mil
Government

Allspring Government MMkt Select

3.12 218.8 Mil
Cash and Equivalents

United States Treasury Notes 4.25%

2.32 162.8 Mil
Government

Government National Mortgage Association 6%

1.95 136.7 Mil
Securitized

United States Treasury Bills 0.01%

1.42 99.6 Mil
Government

Federal Home Loan Mortgage Corp. 2.5%

1.31 92.2 Mil
Securitized

United States Treasury Notes 4.875%

1.00 70.2 Mil
Government

Federal Home Loan Mortgage Corp. 5.5%

0.96 67.3 Mil
Securitized

United States Treasury Notes 4%

0.86 60.0 Mil
Government