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Morningstar

Allspring Large Cap Value Inst CBLSX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 12.42  /  +0.89 %
  • Total Assets 188.6 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.44%
  • Turnover 29%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 PM GMT+0

Morningstar’s Analysis CBLSX

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

  • 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.

Allspring Large Cap Value Inst’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CBLSX

More CBLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AerCap Holdings NV

3.82 7.7 Mil
Industrials

Berkshire Hathaway Inc Class B

3.65 7.3 Mil
Financial Services

NextEra Energy Inc

3.34 6.7 Mil
Utilities

Citigroup Inc

3.24 6.5 Mil
Financial Services

JPMorgan Chase & Co

3.23 6.5 Mil
Financial Services

Alphabet Inc Class C

3.17 6.3 Mil
Communication Services

Intercontinental Exchange Inc

3.16 6.3 Mil
Financial Services

Bank of America Corp

3.06 6.1 Mil
Financial Services

General Motors Co

3.02 6.0 Mil
Consumer Cyclical

The Cigna Group

3.00 6.0 Mil
Healthcare