Morningstar

Allspring Utility and Telecommunications Fund - Class Inst EVUYX

Morningstar Medalist Rating
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Medalist Rating as of See Allspring Investment Hub
  • NAV / 1-Day Return $20.41  /  +1.29 %
  • Fund Size $334.5M
  • Adjusted Expense Ratio 0.720%
  • Net Expense Ratio 0.720%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Utilities
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.85%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis EVUYX

Will EVUYX outperform in the 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 EVUYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Allspring Util and Telecomms Inst holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EVUYX

More EVUYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

11.22 35M
Utilities

Constellation Energy Corp

6.50 20M
Utilities

Southern Co

6.20 19M
Utilities

American Electric Power Co Inc

5.30 17M
Utilities

Entergy Corp

4.33 14M
Utilities

Duke Energy Corp

4.25 13M
Utilities

Vistra Corp

4.16 13M
Utilities

Atmos Energy Corp

3.90 12M
Utilities

Xcel Energy Inc

3.45 11M
Utilities

Sempra

3.33 10M
Utilities

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