Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 5.92 / 1.89 %
- Total Assets 265.5 Mil
-
Adj. Expense Ratio
2.020%
- Expense Ratio 2.020%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 70%
Morningstar’s Analysis WEMCX
Will WEMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 88
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Allspring Government MMkt Select
3.78
9,164,400
Cash and Equivalents