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Morningstar

Allspring Disciplined Small Cap Inst WSCOX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 12.18  /  −0.41 %
  • Total Assets 55.1 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.15%
  • Turnover 53%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:01 AM GMT+0

Morningstar’s Analysis WSCOX

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

  • People Pillar

    The People Pillar is our evaluation of the WSCOX 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 WSCOX’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 Disciplined Small Cap Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WSCOX

More WSCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micro Emin Rus2000jun24 Xcme 20240621

2.72 1.7 Mil
—

Allspring Government Money Mar Select Class 3802

2.65 1.6 Mil
Cash and Equivalents

Super Micro Computer Inc

1.58 980,739
Technology

Jackson Financial Inc

0.92 571,450
Financial Services

Taylor Morrison Home Corp

0.90 555,178
Consumer Cyclical

Modine Manufacturing Co

0.88 545,344
Consumer Cyclical

Applied Industrial Technologies Inc

0.86 530,027
Industrials

Atkore Inc

0.85 526,726
Industrials

e.l.f. Beauty Inc

0.84 522,812
Consumer Defensive

Comfort Systems USA Inc

0.81 502,935
Industrials