Advertisement
Skip to Content
Morningstar

Allspring Disciplined US Core A EVSAX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 18.59  /  1.58 %
  • Total Assets 880.5 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.76%
  • Turnover 25%

USD | NAV as of Jun 03, 2023 | 1-Day Return as of Jun 03, 2023, 12:08 AM GMT+0

Morningstar’s Analysis EVSAX

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

People Pillar

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

Tight restraints limit this strategy’s appeal.

Associate Analyst David Carey

David Carey

Associate Analyst

Summary

Allspring Disciplined U.S. Core’s constrained process warrants a Morningstar Analyst Rating of Neutral across all mutual fund share classes and collective investment trust vehicles.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EVSAX

More EVSAX Holdings
  • Current Portfolio Date
  • Equity Holdings 160
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.74
59,148,751
Technology

Microsoft Corp

6.71
58,938,306
Technology

Future on E-mini S&P 500 Futures

2.41
21,151,925
—

Amazon.com Inc

2.40
21,032,002
Consumer Cyclical

Alphabet Inc Class C

2.07
18,203,037
Communication Services

Exxon Mobil Corp

1.99
17,483,433
Energy

Meta Platforms Inc Class A

1.91
16,735,885
Communication Services

NVIDIA Corp

1.91
16,729,595
Technology

Alphabet Inc Class A

1.72
15,065,384
Communication Services

Berkshire Hathaway Inc Class B

1.71
14,988,122
Financial Services