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Morningstar

Allspring Precious Metals Inst EKWYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 48.72  /  1.14 %
  • Total Assets 313.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Equity Precious Metals
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.11%
  • Turnover 15%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis EKWYX

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

People Pillar

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

Summary

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Allspring Precious Metals Inst's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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