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Morningstar

Allspring Spectrum Cnsrv Gr C WMBFX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 9.18  /  0.11 %
  • Total Assets 241.7 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.41%
  • Turnover 93%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:17 AM GMT+0

Morningstar’s Analysis WMBFX

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

People Pillar

The People Pillar is our evaluation of the WMBFX 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 WMBFX’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 Cnsrv 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
Rated on Published on

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Portfolio Holdings WMBFX

More WMBFX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 5
  • Other Holdings 42
  • % Assets in Top 10 Holdings 52.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Bloomberg US Agg ex-Cor Port

12.84
33,143,810
—

Allspring Core Bond

11.60
29,939,636
—

Allspring Income Plus Inst

11.01
28,427,083
—

Allspring Real Return

9.46
24,429,554
—

Future on Long Gilt

7.55
19,491,950
Government

Allspring Disciplined Large Cap

6.80
17,566,891
—

Allspring High Yield Bond Inst

6.73
17,371,255
—

Allspring Factor Enhanced Intern Eq

5.57
14,386,489
—

Allspring Diversified Income Bldr R6

4.54
11,726,725
—

Nasdaq 100 E-Mini Sep23 Xcme 20230915

4.33
11,187,720
—