Nasdaq - Delayed Quote USD

Allspring Large Cap Value Inst (CBLSX)

12.82 -0.04 (-0.31%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Vanguard NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Vanguard TF
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of large-capitalization companies, which is defined as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

Fund Overview

Category Large Value
Fund Family Allspring Global Investments
Net Assets 180.43M
YTD Return 6.85%
Yield 1.44%
Morningstar Rating
Inception Date Jul 26, 2004

Performance & Risk

YTD Return 7.10%
5y Average Return 11.14%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

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