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Morningstar

Allspring Index Asset Allocation Instl WFATX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 39.38  /  +0.18 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.22%
  • Turnover 11%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 12:32 AM GMT+0

Morningstar’s Analysis WFATX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WFATX

More WFATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Future on E-mini S&P 500 Futures

7.58 103.6 Mil
—

Microsoft Corp

3.77 51.5 Mil
Technology

Apple Inc

3.22 44.0 Mil
Technology

Allspring Government MMkt Select

3.20 43.7 Mil
Cash and Equivalents

NVIDIA Corp

2.78 38.0 Mil
Technology

Amazon.com Inc

2.09 28.5 Mil
Consumer Cyclical

United States Treasury Bonds 6%

1.68 23.0 Mil
Government

United States Treasury Bonds 6.875%

1.55 21.1 Mil
Government

United States Treasury Notes 1.375%

1.52 20.8 Mil
Government

United States Treasury Notes 1.375%

1.34 18.3 Mil
Government