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Allspring Discovery SMID Cap Gr A WFDAX

Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 26.39  /  +1.03 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 52%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:16 PM GMT+0

Morningstar’s Analysis WFDAX

Will WFDAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Allspring Discovery SMID Cap Growth’s Process rating falls to Average from Above Average after a team merger raises questions about how they'll carry out the approach; the People rating remains Average.

Rated on Published on

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Portfolio Holdings WFDAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

2.71 30.5 Mil
Industrials

Natera Inc

2.52 28.4 Mil
Healthcare

Axon Enterprise Inc

2.27 25.6 Mil
Industrials

Onto Innovation Inc

2.20 24.8 Mil
Technology

Tetra Tech Inc

2.20 24.8 Mil
Industrials

HealthEquity Inc

1.99 22.4 Mil
Healthcare

Morningstar Inc

1.99 22.3 Mil
Financial Services

TKO Group Holdings Inc

1.98 22.3 Mil
Communication Services

CCC Intelligent Solutions Holdings Inc

1.93 21.7 Mil
Technology

Saia Inc

1.88 21.2 Mil
Industrials