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Morningstar

Allspring Real Return C IPBCX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 9.79  /  +0.82 %
  • Total Assets 73.0 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.520%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.79%
  • Effective Duration —

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis IPBCX

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

  • People Pillar

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

Allspring Real Return C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPBCX

More IPBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Government MMkt Select

25.51 19.3 Mil
Cash and Equivalents

Real Return Spe Inv Cayman Ltd Wbsa

12.76 9.7 Mil
—

Usd

4.41 3.3 Mil
Cash and Equivalents

United States Treasury Notes 0.125%

1.97 1.5 Mil
Government

United States Treasury Notes 0.125%

1.87 1.4 Mil
Government

United States Treasury Notes 1.375%

1.79 1.4 Mil
Government

Future on E-mini S&P 500 Futures

1.74 1.3 Mil
—

United States Treasury Notes 1.625%

1.74 1.3 Mil
Government

United States Treasury Notes 0.125%

1.73 1.3 Mil
Government

United States Treasury Notes 0.125%

1.68 1.3 Mil
Government