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Morningstar

Allspring Large Company Value C WFLVX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 12.83  /  1.10 %
  • Total Assets 211.2 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 476%

USD | NAV as of Dec 02, 2023 | 1-Day Return as of Dec 02, 2023, 1:29 AM GMT+0

Morningstar’s Analysis WFLVX

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

People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Allspring Large Company Value C 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WFLVX

More WFLVX Holdings
  • Current Portfolio Date
  • Equity Holdings 151
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

4.70
9,470,884
Financial Services

Gilead Sciences Inc

2.63
5,297,444
Healthcare

General Electric Co

2.58
5,195,773
Industrials

Arthur J. Gallagher & Co

2.29
4,611,130
Financial Services

Chevron Corp

2.27
4,574,902
Energy

JPMorgan Chase & Co

2.25
4,529,740
Financial Services

Prologis Inc

2.22
4,487,103
Real Estate

Merck & Co Inc

2.12
4,268,315
Healthcare

Freeport-McMoRan Inc

2.10
4,243,579
Basic Materials

Duke Energy Corp

2.07
4,170,985
Utilities