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Morningstar

Allspring Spectrum Moderate Gr C WGBFX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 11.83  /  −0.50 %
  • Total Assets 449.8 Mil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.17%
  • Turnover 65%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis WGBFX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Allspring Spectrum Moderate Gr 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 most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings WGBFX

More WGBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Disciplined Large Cap

13.59 68.1 Mil
—

Allspring Real Return

10.78 54.0 Mil
—

10 Year Treasury Note Future June 24

7.69 38.6 Mil
Government

Allspring Income Plus Inst

7.34 36.8 Mil
—

iShares Core S&P 500 ETF

7.03 35.2 Mil
—

iShares US Treasury Bond ETF

6.45 32.3 Mil
—

Allspring High Yield Bond Inst

6.19 31.0 Mil
—

iShares Core MSCI EAFE ETF

5.88 29.5 Mil
—

Allspring Diversified Income Bldr R6

4.66 23.3 Mil
—

Allspring Discplnd Intl Dev Mkts Port

4.65 23.3 Mil
—