Allspring Discovery SMID Cap Growth’s Process rating falls to Average from Above Average after a team merger raises questions about how they'll carry out the approach; the People rating remains Average.
Allspring SMID Cap Growth Fund - Cl A WFDAX
- NAV / 1-Day Return 27.77 / +0.98 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.210%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 52%
USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:57 AM GMT+0
Morningstar’s Analysis WFDAX
Will WFDAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Natera Inc | 2.62 | 29.0 Mil | Healthcare |
Casella Waste Systems Inc Class A | 2.45 | 27.1 Mil | Industrials |
Tetra Tech Inc | 2.43 | 26.9 Mil | Industrials |
Clearwater Analytics Holdings Inc Class A | 2.26 | 25.0 Mil | Technology |
Dynatrace Inc Ordinary Shares | 2.06 | 22.8 Mil | Technology |
Morningstar Inc | 2.00 | 22.2 Mil | Financial Services |
Novanta Inc | 1.91 | 21.1 Mil | Technology |
Globant SA | 1.83 | 20.3 Mil | Technology |
TKO Group Holdings Inc | 1.82 | 20.1 Mil | Communication Services |
EMCOR Group Inc | 1.81 | 20.1 Mil | Industrials |