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Morningstar

Allspring Moderate Balanced C WFBCX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 18.14  /  0.44 %
  • Total Assets 94.5 Mil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.94%
  • Turnover 96%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:04 AM GMT+0

Morningstar’s Analysis WFBCX

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

People Pillar

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

Allspring Moderate Balanced 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 WFBCX

More WFBCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 5
  • Other Holdings 37
  • % Assets in Top 10 Holdings 67.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Managed Fixed Income

28.18
27,972,747
—

Allspring Conservative Income Inst

14.51
14,399,791
—

Allspring Core Bond

8.21
8,150,916
—

Allspring Disciplined Large Cap

8.08
8,018,547
—

Allspring Diversified Lrg Cp Gr

7.62
7,562,259
—

Future on Long Gilt

7.44
7,385,149
Government

Allspring Large Company Value

7.26
7,202,358
—

Future on 10 Year Treasury Note

4.92
4,885,375
Government

Allspring Real Return

4.33
4,297,407
—

Nasdaq 100 E-Mini Sep23 Xcme 20230915

4.07
4,040,010
—