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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 12.43  /  +0.81 %
  • Total Assets 442.3 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 Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.17%
  • Turnover 78%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 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 highest 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 72.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Disciplined Large Cap

12.74 64.9 Mil
—

Allspring Real Return

10.00 50.9 Mil
—

iShares Core S&P 500 ETF

8.33 42.4 Mil
—

iShares Core US Aggregate Bond ETF

7.78 39.6 Mil
—

Allspring Income Plus Inst

6.87 35.0 Mil
—

Long Gilt Future Sept 24

6.34 32.3 Mil
Government

Allspring High Yield Bond Inst

5.77 29.4 Mil
—

iShares Core MSCI EAFE ETF

5.35 27.3 Mil
—

Ultra 10 Year US Treasury Note Future Sept 24

4.84 24.6 Mil
Government

Allspring Diversified Income Bldr R6

4.37 22.3 Mil
—