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Allspring Asset Allocation C EACFX

Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 14.36  /  +0.77 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield
  • Turnover 106%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:23 AM GMT+0

Morningstar’s Analysis EACFX

Will EACFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Allspring Manager Departure; No Changes to the Morningstar Medalist Rating

null Nour Al Twal

Nour Al Twal

Analyst Note

Effective Feb. 15, 2024, decade-long Allspring portfolio manager Kandarp Acharya departed the firm and came off the roster of multiple multi-asset strategies, including Allspring Asset Allocation. Acharya has since started a new position at Aperio, a BlackRock-owned firm. This manager change does not affect the fund’s People Pillar rating of Average. Portfolio managers Travis Keshemberg, Petros Bocray, and David Kowalske are now in charge of the fund. Kowalske only joined the roster in mid-January 2024, though he has been with the firm since 2014 and the multi-asset group since 2018. Kowalske’s background in risk management and familiarity with the team make him an appropriate fit for this strategy. The team has seen other changes in the last two years, but the multi-asset teams’ collaborative approach and resources mitigate concerns around these changes.

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Portfolio Holdings EACFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Managed Fixed Income

21.36 289.8 Mil

Allspring Disciplined US Core R6

13.14 178.4 Mil

Allspring Large Company Value

11.20 152.0 Mil

Allspring Discplnd Intl Dev Mkts Port

9.92 134.7 Mil

Allspring Diversified Lrg Cp Gr

7.99 108.4 Mil

Allspring Core Bond

5.98 81.2 Mil

10 Year Treasury Note Future Mar 24

5.26 71.4 Mil
Government

iShares Core MSCI EAFE ETF

3.81 51.7 Mil

E-Mini Russ 2000 Vmar24 Xcme 20240315

3.41 46.3 Mil

Allspring C&B Large Cap Val

3.35 45.4 Mil