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Morningstar

Allspring Short-Term Bd Pl C WFSHX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 8.48  /  +0.12 %
  • Total Assets 626.6 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.24%
  • Effective Duration 1.98 years

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

Morningstar’s Analysis WFSHX

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

  • People Pillar

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

Strength in Allspring Short-Term Bd Pl C's People Pillar is partially offset by an Average Process Pillar rating, leading 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 WFSHX

More WFSHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Sept 24

24.74 207.9 Mil
Government

United States Treasury Notes 1.125%

4.64 39.0 Mil
Government

United States Treasury Notes 0.375%

4.55 38.2 Mil
Government

Government National Mortgage Association 6.5%

2.82 23.7 Mil
Securitized

Eur240930

2.80 23.5 Mil
Derivative

United States Treasury Notes 3.25%

2.79 23.4 Mil
Cash and Equivalents

United States Treasury Bills 0.01%

2.68 22.5 Mil
Government

Government National Mortgage Association 6%

2.21 18.6 Mil
Securitized

Allspring Government MMkt Select

1.87 15.7 Mil
Cash and Equivalents

Government National Mortgage Association 5.5%

1.85 15.5 Mil
Securitized