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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 8.17  /  +0.12 %
  • Total Assets 23.4 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 Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 322%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:53 PM 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.

Increased confidence in Allspring U.S. Long/ Short Equity Inst's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ADMZX

More ADMZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Societe Generale Pb Usd

18.60 4.3 Mil
Cash and Equivalents

Allspring Government Money Mar Select Class 3802

11.65 2.7 Mil
Cash and Equivalents

Microsoft Corp

3.05 713,962
Technology

Amazon.com Inc

2.64 617,802
Consumer Cyclical

Apple Inc

2.22 520,099
Technology

EMCOR Group Inc

2.20 514,094
Industrials

Texas Roadhouse Inc

2.07 483,182
Consumer Cyclical

NVIDIA Corp

2.00 468,044
Technology

Clorox Co

1.98 462,086
Consumer Defensive

Murphy USA Inc

1.92 447,706
Consumer Cyclical