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Morningstar

Allspring Large Cap Core Inst EGOIX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 14.87  /  0.68 %
  • Total Assets 419.8 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.11%
  • Turnover 31%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 12:24 AM GMT+0

Morningstar’s Analysis EGOIX

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

People Pillar

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

Ceasing Coverage of Allspring Large Cap Core

null Eric Schultz

Eric Schultz

Analyst Note

Morningstar will cease full analyst coverage of Allspring Large Cap Core on or about June 28, 2023, so our analysts can spend more time researching other strategies. In the future, this strategy will receive an algorithmically assigned Morningstar Medalist Rating. Users should form their own views on this strategy or obtain financial advice.

by Eric Schultz
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EGOIX

More EGOIX Holdings
  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.59
23,453,770
Technology

Apple Inc

5.57
23,367,481
Technology

Alphabet Inc Class C

3.08
12,899,499
Communication Services

Copart Inc

2.58
10,835,858
Industrials

EMCOR Group Inc

2.49
10,426,383
Industrials

Arista Networks Inc

2.39
10,022,492
Technology

Costco Wholesale Corp

2.31
9,688,998
Consumer Defensive

Mastercard Inc Class A

2.27
9,534,193
Financial Services

PulteGroup Inc

2.18
9,143,077
Consumer Cyclical

O'Reilly Automotive Inc

2.16
9,041,007
Consumer Cyclical