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Morningstar

Allspring Index Asset Allocation C WFALX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 22.22  /  −0.27 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.09%
  • Turnover 11%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:01 AM GMT+0

Morningstar’s Analysis WFALX

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

  • People Pillar

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

Allspring Index Asset Allocation C's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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
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Portfolio Holdings WFALX

More WFALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future June 24

9.24 145.1 Mil
Government

Future on E-mini S&P 500 Futures

5.66 88.9 Mil
—

Microsoft Corp

3.57 56.2 Mil
Technology

Allspring Government MMkt Select

3.13 49.2 Mil
Cash and Equivalents

Apple Inc

2.85 44.7 Mil
Technology

NVIDIA Corp

2.55 40.1 Mil
Technology

Amazon.com Inc

1.89 29.6 Mil
Consumer Cyclical

United States Treasury Bonds 6%

1.47 23.1 Mil
Government

United States Treasury Bonds 6.875%

1.35 21.2 Mil
Government

United States Treasury Notes 1.375%

1.35 21.2 Mil
Government