Morningstar

Allspring Index Asset Allocation Fund - Class A SFAAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $40.37  /  +0.32 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.060%
  • Net Expense Ratio 1.060%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 0.87%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis SFAAX

Will SFAAX outperform in the 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 SFAAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Allspring Index Asset Allocation A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SFAAX

More SFAAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Dec 26

5.81 61M
Government

NVIDIA Corp

5.72 60M
Technology

Apple Inc

5.03 53M
Technology

Microsoft Corp

3.94 42M
Technology

Allspring Government MMkt Select

3.94 42M
Cash and Equivalents

Amazon.com Inc

2.53 27M
Consumer Cyclical

Alphabet Inc Class A

2.09 22M
Communication Services

United States Treasury Notes 1.375%

1.96 21M
Government

United States Treasury Bonds 6.125%

1.89 20M
Government

United States Treasury Notes 1.375%

1.83 19M
Government

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