Morningstar

Allspring Common Stock A SCSAX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 18.54  /  +1.04 %
  • Total Assets 791.9 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 36%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 11:13 PM GMT+0

Morningstar’s Analysis SCSAX

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

  • People Pillar

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

Weakness in Allspring Common Stock A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SCSAX

More SCSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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