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Morningstar

Allspring Discovery Large Cap Gr A STAEX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 7.79  /  0.39 %
  • Total Assets 186.6 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 18%

USD | NAV as of Dec 02, 2023 | 1-Day Return as of Dec 02, 2023, 1:29 AM GMT+0

Morningstar’s Analysis STAEX

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

People Pillar

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

Allspring Discovery Large Cap Gr A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STAEX

More STAEX Holdings
  • Current Portfolio Date
  • Equity Holdings 39
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.20
21,447,670
Technology

Amazon.com Inc

7.59
13,356,912
Consumer Cyclical

Alphabet Inc Class A

7.41
13,033,363
Communication Services

Visa Inc Class A

5.55
9,763,233
Financial Services

UnitedHealth Group Inc

3.73
6,559,003
Healthcare

ServiceNow Inc

3.14
5,515,938
Technology

Motorola Solutions Inc

2.68
4,705,974
Technology

Progressive Corp

2.62
4,600,419
Financial Services

Cadence Design Systems Inc

2.48
4,365,270
Technology

Chipotle Mexican Grill Inc

2.43
4,272,840
Consumer Cyclical