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Morningstar

Allspring Dynamic Target 2055 A WTDQX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 11.00  /  0.64 %
  • Total Assets 17.4 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.00%
  • Turnover 59%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:24 PM GMT+0

Morningstar’s Analysis WTDQX

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

People Pillar

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

Allspring Dynamic Target 2055 A's Average Process Pillar and People Pillar ratings result in 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WTDQX

More WTDQX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 5
  • Other Holdings 23
  • % Assets in Top 10 Holdings 93.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Factor Enhanced Lrg Cp Eq

45.72
8,085,681
—

Allspring Factor Enhanced Intern Eq

29.23
5,168,309
—

Allspring Factor Enhanced Small Cap Eq

11.39
2,013,889
—

Allspring Factor Enhanced Em Mkt Eq

8.67
1,533,420
—

Future on Long Gilt

6.85
1,210,680
Government

Nasd100 Micro Eminsep23 Xcme 20230915

4.04
714,771
—

Jpn Yen Curr Fut Sep23 Xcme 20230918

3.41
603,050
Derivative

S+p/Tsx 60 Ix Fut Sep23 Xmod 20230914

3.05
540,009
—

Allspring Bloomberg US Agg ex-Cor Port

2.97
524,876
—

Topix Indx Futr Sep23 Xose 20230907

2.72
480,532
—