Morningstar

Allspring Disciplined Small Cap A WDSAX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 14.11  /  +0.64 %
  • Total Assets 55.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.09%
  • Turnover 57%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis WDSAX

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

  • People Pillar

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

Allspring Disciplined Small Cap 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 WDSAX

More WDSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Allspring Government Money Mar Select Class 3802

2.39 1.3 Mil
Cash and Equivalents

Zeta Global Holdings Corp Class A

0.95 530,524
Technology

Fabrinet

0.95 530,182
Technology

Modine Manufacturing Co

0.94 524,731
Consumer Cyclical

Taylor Morrison Home Corp

0.92 513,661
Consumer Cyclical

Stride Inc

0.85 474,361
Consumer Defensive

Lantheus Holdings Inc

0.77 430,565
Healthcare

Cimpress PLC

0.76 424,887
Industrials

Primoris Services Corp

0.74 412,576
Industrials

Enova International Inc

0.72 405,074
Financial Services

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