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Morningstar

Allspring C&B Mid Cap Value A CBMAX

Morningstar Analyst Rating
Quantitative rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 39.97  /  0.60 %
  • Total Assets 395.0 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 40%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:27 AM GMT+00:00

Morningstar’s Analysis CBMAX

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

People Pillar

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

Summary

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Allspring C&B Mid Cap Value A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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