Allspring Spectrum Aggressive Growth Fund Investment Growth and Outlook

The Allspring Spectrum Aggressive Growth Fund is designed to provide long-term growth by investing in a mix of domestic and international stocks. It aims to capture growth opportunities in various sectors.

This fund invests in a wide range of stocks, including those from developed and emerging markets, to spread risk and maximize potential returns. The fund's investment strategy is to focus on companies with strong growth potential.

The fund's investment team uses a bottom-up approach to select stocks, focusing on individual company performance rather than overall market trends. They look for companies with strong financials, innovative products or services, and a competitive edge.

By investing in a diversified portfolio of stocks, the fund aims to provide investors with a higher potential for growth and returns over the long term.

The Allspring Spectrum Aggressive Growth Fund is a solid investment option to consider. It was launched on October 1, 1997.

The fund is part of the Allspring Funds family. This means you can expect a certain level of quality and consistency in their investment strategies.

The fund's shares are denominated in US Dollars (USD) and are domiciled in the United States (US). This makes it a great option for investors looking to invest in a US-based fund.

Here are some key details about the fund:

The allspring spectrum aggressive growth fund comes with some operational fees that you should be aware of. The expense ratio is 1.76% of the fund's assets under management (AUM).

The management fee is a significant portion of the overall expense ratio, clocking in at 0.25% of AUM. This is a relatively low management fee, which is a plus for investors.

Here's a breakdown of the fund's fees:

The 12b-1 fee is another fee that investors should be aware of, coming in at 0.75% of AUM. This fee is used to cover marketing and distribution expenses for the fund.

Operational fees are a crucial aspect of investing, and it's essential to understand what they are and how they impact your returns. Operational fees can eat into your investment gains, so it's vital to be aware of them.

The expense ratio of WEACX is 1.76% of the assets under management (AUM). This means that for every $100 invested, $1.76 goes towards operational expenses.

Management fees can also take a significant chunk of your investment returns. WEACX has a management fee of 0.25% of AUM, which is relatively low compared to other funds in its category. In fact, it ranks in the top 66.12% of its category in terms of management fees.

12b-1 fees are another type of operational fee that some funds charge. WEACX has a 12b-1 fee of 0.75% of AUM, which is also relatively low compared to other funds in its category. It ranks in the top 77.12% of its category in terms of 12b-1 fees.

Here's a breakdown of WEACX's operational fees:

When investing in a fund, you'll likely encounter sales fees. These fees can eat into your returns, so it's essential to understand what they are and how they work.

Sales fees can be categorized into front load and deferred load fees. A front load fee, for instance, is not applicable to WEACX, as indicated by the "N/A" in the table. However, a deferred load fee is applicable, and it's a 1% fee of the fund's assets under management (AUM).

The performance of WEACX's deferred load fee is relatively low, with a category return low of 1.00%. On the other hand, the category return high is 5.00%. This means that while the fund's performance may be better than the low end of the category, it still lags behind the high end.

Here's a breakdown of the sales fees for WEACX:

Keep in mind that these fees can impact your overall returns, so it's crucial to consider them when making investment decisions.

The Allspring Spectrum Aggressive Growth Fund has delivered impressive average annual returns over the years. Its one-year return is 19.62%, while its three-year return is 6.80%.

For a more detailed look, let's examine the fund's performance over different time periods. Here's a breakdown of its average annual returns:

Keep in mind that these returns are not annualized for the one-month, three-month, and year-to-date periods.

The Allspring Spectrum Aggressive Growth Fund has a significant portion of its assets invested in the top 10 holdings, with a whopping 90.6% of its assets allocated to these positions in the December 31, 2024 portfolio.

The fund's top 10 holdings are a mix of government and non-government sectors, with a notable presence of government holdings, accounting for 3 out of the top 10 positions in the December 31, 2024 portfolio.

Here's a breakdown of the fund's top 10 holdings as of December 31, 2024:

Note that the fund's top 10 holdings in the January 31, 2025 portfolio are slightly different, with a 86.5% allocation to these positions.

The minimum investment required to start building a portfolio is a crucial consideration for many investors.

To start with a brokerage account, you can begin with a minimum of $100, as seen in the "Brokerage Accounts" section. This initial investment can be a small step towards achieving your long-term financial goals.

Investing in index funds often requires a lower minimum investment, typically around $100 to $300, depending on the fund. This makes it more accessible to those with limited budgets, as discussed in the "Index Funds" section.

However, some investment platforms may have higher minimums, such as $1,000 or more, as mentioned in the "Investment Platforms" section. It's essential to research and compare the requirements of different platforms before making a decision.

The key is to start small and gradually increase your investment over time, as illustrated in the "Investment Strategies" section.

Assets Under Management is a crucial factor to consider when evaluating a fund's performance.

The Allspring Spectrum Aggressive Gr A fund has $187 million in total assets, which is lower than the $377 million average for the Aggressive Allocation category.

Lower assets under management can often lead to higher average expense ratios, but this isn't always the case.

For some investment categories, like small-cap investing, having too many assets can actually hinder the manager's ability to implement their strategy effectively.

Weafx's portfolio holdings are a fascinating topic. The current portfolio date is December 31, 2024.

Their equity holdings are not specified, but we do know that 90.6% of their assets are in the top 10 holdings. This means that the remaining 9.4% are distributed across the other holdings.

The top 10 holdings are quite concentrated, with the top 5 holdings accounting for 82.67% of the portfolio. This is a significant concentration of assets.

Here are the top 10 holdings, ranked by their percentage of the portfolio weight:

Government bonds are a significant portion of Weafx's portfolio, making up 22.36% of the top 10 holdings. This is a notable allocation.

Portfolio Holdings Weacx is a snapshot of the portfolio's current state. The current portfolio date is January 31, 2025.

The portfolio is comprised of various holdings, including equity, bonds, and other assets. However, the exact composition of these holdings is not specified.

According to the data, 86.5% of the portfolio's assets are invested in the top 10 holdings.

Here's a breakdown of the top 10 holdings:

The majority of the top 10 holdings are in the government sector, with the largest holding being 24.20% of the portfolio's weight.

The Allspring Spectrum Aggressive Growth Fund has shown impressive growth over time, with a hypothetical $10,000 investment increasing in value significantly.

This growth is evident in the fund's performance records, which show it outpacing its benchmark over the specified time period.

The fund's returns are calculated net of expenses, which are deducted from the fund's returns, and do not include sales charges.

A $10,000 investment can grow significantly over time, with the value increasing up to 10 years or since its inception.

The growth of this hypothetical investment is compared to benchmarks, which may include a broad-based market index and a peer group average or index.

Market indexes do not include expenses, which are deducted from fund returns as well as mutual fund averages and indexes.

Sales charges are not included in these calculations, and dividends and capital gains are assumed to be reinvested, which can boost returns.

If sales charges were included, returns would be lower, highlighting the importance of understanding all fees associated with an investment.

The Allspring Spectrum Aggressive Gr A fund is an actively managed investment that seeks long-term capital appreciation with no emphasis on income. It's a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective.

The fund has a team of 3 managers with an average tenure of 3.4 years, which is relatively short compared to other actively managed funds. The longest tenure among the managers is 6.3 years.

The fund's investment approach is to invest at least 80% of its net assets in equity securities, which provides potential for growth. It may also invest up to 20% of its net assets in bond or alternative-style asset classes.

Here's a breakdown of the fund's portfolio:

The fund's portfolio is composed of 30 securities, with the top 10 holdings constituting 99.5% of the fund's assets. This indicates a high level of concentration in the fund's portfolio.