Morningstar

Allspring Disciplined US Core R6 EVSRX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 24.47  /  −0.20 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.89%
  • Turnover 43%

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

Morningstar’s Analysis EVSRX

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

  • People Pillar

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

Pedestrian.

Analyst David Carey

David Carey

Analyst

Summary

Allspring Disciplined US Core’s constrained, quantitative-driven approach makes it an uninspiring offering.

by David Carey
Rated on Published on

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Portfolio Holdings EVSRX

More EVSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Amazon.com Inc

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Consumer Cyclical

Meta Platforms Inc Class A

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Communication Services

Allspring Government MMkt Select

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Cash and Equivalents

Alphabet Inc Class C

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Broadcom Inc

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Alphabet Inc Class A

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Berkshire Hathaway Inc Class B

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Financial Services

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