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Morningstar

Allspring Index C WFINX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 53.24  /  +1.10 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 2%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WFINX

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

  • People Pillar

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

Allspring Index C’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 WFINX

More WFINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.91 90.5 Mil
Technology

NVIDIA Corp

6.32 82.8 Mil
Technology

Apple Inc

6.31 82.7 Mil
Technology

Amazon.com Inc

3.68 48.2 Mil
Consumer Cyclical

Future on E-mini S&P 500 Futures

2.38 31.2 Mil
—

Meta Platforms Inc Class A

2.30 30.1 Mil
Communication Services

Alphabet Inc Class A

2.22 29.1 Mil
Communication Services

Allspring Government Money Mar Select Class 3802

2.19 28.7 Mil
Cash and Equivalents

Alphabet Inc Class C

1.86 24.4 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.53 20.1 Mil
Financial Services