Morningstar

Allspring Large Company Value A WLCAX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 15.19  /  +0.33 %
  • Total Assets 246.9 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 476%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WLCAX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Allspring Large Company Value A to 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 WLCAX

More WLCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.51 8.7 Mil
Financial Services

Walmart Inc

2.54 6.3 Mil
Consumer Defensive

Citigroup Inc

2.51 6.2 Mil
Financial Services

The Cigna Group

2.42 6.0 Mil
Healthcare

Elevance Health Inc

2.37 5.9 Mil
Healthcare

Progressive Corp

2.30 5.7 Mil
Financial Services

General Dynamics Corp

2.25 5.6 Mil
Industrials

Bristol-Myers Squibb Co

2.19 5.4 Mil
Healthcare

Allspring Government MMkt Select

2.15 5.4 Mil
Cash and Equivalents

Colgate-Palmolive Co

2.10 5.2 Mil
Consumer Defensive

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