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Allspring Large Company Value A WLCAX

Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 13.67  /  −0.36 %
  • Total Assets 228.7 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.26%
  • Turnover 476%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:58 PM GMT+0

Morningstar’s Analysis WLCAX

Will WLCAX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Allspring Large Company Value A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings WLCAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE Aerospace

2.88 7.1 Mil
Industrials

Citigroup Inc

2.61 6.4 Mil
Financial Services

Bristol-Myers Squibb Co

2.42 5.9 Mil
Healthcare

The Cigna Group

2.41 5.9 Mil
Healthcare

Linde PLC

2.35 5.8 Mil
Basic Materials

Marathon Petroleum Corp

2.29 5.6 Mil
Energy

Fiserv Inc

2.28 5.6 Mil
Technology

General Dynamics Corp

2.21 5.4 Mil
Industrials

Future on E-mini S&P 500 Futures

2.17 5.3 Mil

Phillips 66

2.16 5.3 Mil
Energy