Morningstar

Allspring Diversified Cap Bldr Inst EKBYX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 13.92  /  −0.22 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.78%
  • Turnover 38%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis EKBYX

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

  • People Pillar

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

Big bets for a high price.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Succession planning and resource concerns raise questions about Allspring Diversified Capital Builder. We are downgrading its People Rating to Average from Above Average.

by Nour Al Twal
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EKBYX

More EKBYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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