Allspring Large Cap Value Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Allspring Large Cap Value Inst CBLSX
- NAV / 1-Day Return 11.11 / +0.09 %
- Total Assets 152.9M
-
Adj. Expense Ratio
0.500%
- Expense Ratio 0.590%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.99%
- Turnover 36%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:10 AM GMT+0
Morningstar’s Analysis CBLSX
Will CBLSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CBLSX 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 CBLSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 6.06 | 9M | Consumer Cyclical |
Alphabet Inc Class C | 5.24 | 8M | Communication Services |
Qnity Electronics Inc | 4.05 | 6M | Technology |
Canadian Pacific Kansas City Ltd | 3.93 | 6M | Industrials |
NextEra Energy Inc | 3.91 | 6M | Utilities |
Berkshire Hathaway Inc Class B | 3.41 | 5M | Financial Services |
Honeywell International Inc | 3.23 | 5M | Industrials |
Cadence Design Systems Inc | 3.15 | 5M | Technology |
Capital One Financial Corp | 3.15 | 5M | Financial Services |
Eaton Corp PLC | 2.88 | 4M | Industrials |
United States