Skip to Content

Allspring Short-Term Bd Pl C WFSHX

Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 8.44  /  +0.12 %
  • Total Assets 621.7 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 3.23%
  • Effective Duration 2.05 years

USD | NAV as of Jun 13, 2024 | 1-Day Return as of Jun 13, 2024, 12:39 AM GMT+0

Morningstar’s Analysis WFSHX

Will WFSHX outperform in future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WFSHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.375%

8.80 58.9 Mil
Government

United States Treasury Notes 1.125%

5.82 38.9 Mil
Government

United States Treasury Notes 3.25%

3.50 23.4 Mil
Government

Government National Mortgage Association 6.5%

2.62 17.5 Mil
Securitized

Government National Mortgage Association 6%

2.32 15.5 Mil
Securitized

United States Treasury Notes 5%

2.09 14.0 Mil
Government

United States Treasury Bills 0.01%

1.87 12.5 Mil
Government

United States Treasury Bills 0.01%

1.86 12.4 Mil
Government

United States Treasury Notes 4.25%

1.55 10.4 Mil
Government

Federal National Mortgage Association 7%

0.93 6.3 Mil
Securitized