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Morningstar

Allspring Util and Telecomms A EVUAX

Morningstar Analyst Rating
Quantitative rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 18.07  /  1.91 %
  • Total Assets 411.4 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.050%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Utilities
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.75%
  • Turnover 11%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

Morningstar’s Analysis EVUAX

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

People Pillar

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

Summary

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Weakness in Allspring Util and Telecomms A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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