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Morningstar

Allspring Disciplined US Core Inst EVSIX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 20.92  /  −0.24 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.92%
  • Turnover 43%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:01 AM GMT+0

Morningstar’s Analysis EVSIX

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

  • People Pillar

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

Pedestrian.

Analyst David Carey

David Carey

Analyst

Summary

Allspring Disciplined US Core’s constrained, quantitative-driven approach makes it an uninspiring offering.

by David Carey
Rated on Published on

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Portfolio Holdings EVSIX

More EVSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Apple Inc

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NVIDIA Corp

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Technology

Amazon.com Inc

3.56 38.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.77 29.5 Mil
Communication Services

Alphabet Inc Class C

2.05 21.9 Mil
Communication Services

Alphabet Inc Class A

1.85 19.8 Mil
Communication Services

Broadcom Inc

1.80 19.2 Mil
Technology

Berkshire Hathaway Inc Class B

1.59 16.9 Mil
Financial Services

Visa Inc Class A

1.48 15.8 Mil
Financial Services