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Morningstar

Allspring Diversified Cap Bldr Inst EKBYX

Morningstar Analyst Rating
Analyst rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 10.86  /  1.00 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.780%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.24%
  • Turnover 19%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis EKBYX

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

People Pillar

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

An idiosyncratic profile.

Associate Analyst

Summary

| by Nour Al Twal

Allspring Diversified Capital Builder benefits from a strong collaboration of two experienced comanagers, but its more adventurous profile has resulted in higher returns and higher volatility relative to category peers. The fund earns a Morningstar Analyst Rating of Neutral across share classes.

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