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Morningstar

Allspring Small Company Value Inst SCVNX

Morningstar Analyst Rating
Quantitative rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 35.49  /  0.91 %
  • Total Assets 536.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.04%
  • Turnover 70%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis SCVNX

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

People Pillar

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

Summary

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Allspring Small Company Value Inst's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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