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Nasdaq - Delayed Quote USD

Allspring Large Company Value R6 (WTLVX)

13.07
-0.03
(-0.23%)
At close: 8:07:22 AM EDT

Fund Summary

The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. It invests up to 20% of the it’s total assets in equity securities of foreign issuers, through ADRs and similar investments. It invests principally in equity securities of approximately 30 to 50 U.S. large-capitalization companies, which fund advisor define as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.80%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return -1.17%
5y Average Return 15.18%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
WTLVXCategory AverageWTLVXCategory AverageWTLVXCategory Average
Alpha -1.28 -0.01 1.08 -0.03 -2.55 -0.03
BETA 0.89 0.01 0.9 0.01 0.95 0.01
Mean Annual Return 0.69 0.01 1.5 0.01 0.83 0.01
R-squared 82.96 0.78 81.97 0.83 86.56 0.84
Standard Deviation 16.91 0.17 16.68 0.19 15.74 0.16
Sharpe Ratio 0.22 0 0.91 0 0.51 0.01
Treynor Ratio 2.8 0.04 16.96 0.07 7.44 0.08

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