1415 Vantage Park Drive,3rd Floor
Charlotte , NC, 28203
Charlotte , NC, 28203
Summary
The fund seeks capital appreciation in the long term by investing in companies outside the United States.
The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
The process employs a fund of funds strategy and invests in various affiliated and unaffiliated mutual fu More
Link
Directors
Aug 7, 2023- James G. Polisson
- Timothy J. Penny
- Isaiah Harris, Jr.
- Olivia S. Mitchell
- David F. Larcker
- Pamela Wheelock
- Jane A. Freeman
- William R. Ebsworth
Chief Compliance Officer
- Christopher Baker
Fund Manager(s)
- Kandarp Acharya
- Travis Keshemberg
- Petros Bocray
Price
- 52-Week High/Low
- $22.6 - $17.04
- Turnover
- 60.6%
- Expense Ratio
- 1.79%
Company Name |
Holding |
| Allspring Disciplined Large Cap Portfolio | 29.68 % |
| iShares Core S&P 500 ETF | 20.75 % |
| iShares Core MSCI EAFE ETF | 12.37 % |
| Allspring Disciplined International Developed Markets Portfolio | 9.9 % |
| iShares Core MSCI Emerging Markets ETF | 4.41 % |
| Allspring Special Large Cap Value Fund | 3.94 % |
| Allspring Disciplined Small Cap Fund | 2.97 % |
| Allspring Large Cap Growth Fund | 2.96 % |
| Allspring Premier Large Co. Growth Fund | 2.91 % |
| Allspring Emerging Markets Equity Fund | 2.91 % |
| More | 2.91 % |
Advisor
Documents
Performance
YTD
6.5%
3 Year
-8.85%
5 Year
22.72%
Best
22.96%
2019
Worst
-23.3%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.4% | 5.7% | -9.8% | -7.6% | -13.9% | 11.2% | -1.4% | - | - | - |
| Q2 | -3.9% | 5.9% | -13.2% | 22.2% | 17.5% | 1.4% | 3.3% | 5.2% | - | - |
| Q3 | - | -3.7% | -5.3% | -13.6% | -5.5% | -0.2% | 4.4% | 4.9% | - | - |
| Q4 | - | 10.4% | 3.4% | 6.5% | 14% | 7.6% | -13.8% | 4.6% | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | 4.9% | 3.3% | -1.7% | - | - | - | - | - | - | - | - |
| 2023 | 6.8% | -3% | 2% | 0.8% | -1% | 6.2% | 3.2% | -2.6% | -4.2% | -3.4% | 7.9% | 5.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 18% | -23% | 4% | 9% | 23% | -10% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WEACX | 7% | 18% | -23% | 4% | 9% | 23% | -10% | - | - | - |
| S&P 500 | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% | -1% |
| Alpha | 7% | 18% | -2% | -23% | -7% | -6% | -4% | - | - | - |