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Morningstar

Allspring Dynamic Target 2060 A WTDVX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 11.53  /  0.52 %
  • Total Assets 16.0 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.98%
  • Turnover 57%

USD | NAV as of Dec 02, 2023 | 1-Day Return as of Dec 02, 2023, 1:29 AM GMT+0

Morningstar’s Analysis WTDVX

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

People Pillar

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

Allspring Dynamic Target 2060 A's Average People Pillar and Process 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 WTDVX

More WTDVX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 24
  • % Assets in Top 10 Holdings 97.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Factor Enhanced Lrg Cp Eq

47.18
6,414,067
—

Allspring Factor Enhanced Intern Eq

30.13
4,095,834
—

Allspring Factor Enhanced Small Cap Eq

11.81
1,605,019
—

Allspring Factor Enhanced Em Mkt Eq

9.07
1,233,206
—

10 Year Treasury Note Future Dec 23

4.69
637,031
Government

Nasd100 Micro Emindec23 Xcme 20231215

3.62
492,668
—

Ftse 100 Idx Fut Dec23 Ifll 20231215

3.28
445,341
—

Allspring Bloomberg US Agg ex-Cor Port

3.06
416,637
—

Japanese Yen Dec23

3.06
415,406
Derivative

S+p/Tsx 60 Ix Fut Dec23 Xmod 20231214

2.41
327,384
—