Allspring Index Asset Allocation Fund Institutional Class
WFATX
NASDAQ
Weiss Ratings | WFATX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | WFATX-NASDAQ | Click to Compare |
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Provider | Allspring Global Investments | |||
Manager/Tenure (Years) | Petros N. Bocray (8), Manjunath Boraiah (3), David Kowalske (1), 1 other | |||
Website | http://www.allspringglobal.com | |||
Fund Information | WFATX-NASDAQ | Click to Compare |
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Fund Name | Allspring Index Asset Allocation Fund Institutional Class | |||
Category | Moderate Allocation | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Oct 31, 2016 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | WFATX-NASDAQ | Click to Compare |
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Dividend Yield | 1.19% | |||
Dividend | WFATX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.38% | |||
Asset Allocation | WFATX-NASDAQ | Click to Compare |
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Cash | 2.88% | |||
Stock | 60.73% | |||
U.S. Stock | 60.43% | |||
Non-U.S. Stock | 0.30% | |||
Bond | 36.39% | |||
U.S. Bond | 36.39% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | WFATX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.56% | |||
30-Day Total Return | 1.80% | |||
60-Day Total Return | 1.75% | |||
90-Day Total Return | 5.18% | |||
Year to Date Total Return | 6.18% | |||
1-Year Total Return | 9.35% | |||
2-Year Total Return | 29.22% | |||
3-Year Total Return | 39.88% | |||
5-Year Total Return | 45.76% | |||
Price | WFATX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | WFATX-NASDAQ | Click to Compare |
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Nav | $40.61 | |||
1-Month Low NAV | $39.89 | |||
1-Month High NAV | $41.03 | |||
52-Week Low NAV | $35.13 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $44.54 | |||
52-Week High Price (Date) | Dec 08, 2024 | |||
Beta / Standard Deviation | WFATX-NASDAQ | Click to Compare |
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Beta | 0.70 | |||
Standard Deviation | 11.07 | |||
Balance Sheet | WFATX-NASDAQ | Click to Compare |
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Total Assets | 1.26B | |||
Operating Ratios | WFATX-NASDAQ | Click to Compare |
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Expense Ratio | 0.75% | |||
Turnover Ratio | 12.00% | |||
Performance | WFATX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.90% | |||
Last Bear Market Total Return | -11.43% | |||