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Morningstar

Allspring U.S. Long/Short Equity Inst ADMZX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 7.41  /  0.00
  • Total Assets 24.0 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.920%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 322%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis ADMZX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Allspring U.S. Long/ Short Equity Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings ADMZX

More ADMZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Societe Generale Pb Usd

15.96 3.8 Mil
Cash and Equivalents

Allspring Government Money Mar Select Class 3802

13.09 3.1 Mil
Cash and Equivalents

Microsoft Corp

3.12 749,535
Technology

NVIDIA Corp

2.77 667,116
Technology

Apple Inc

2.74 658,819
Technology

Texas Roadhouse Inc

1.92 461,385
Consumer Cyclical

PG&E Corp

1.91 458,727
Utilities

Murphy USA Inc

1.89 455,376
Consumer Cyclical

Walmart Inc

1.88 451,693
Consumer Defensive

Colgate-Palmolive Co

1.83 440,756
Consumer Defensive