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Allspring Special Mid Cap Value A (WFPAX)

50.72 -0.38 (-0.74%)
At close: October 30 at 8:04:19 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the manager defines as securities of companies with market capitalizations within the range of the Russell Midcap® Index at the time of purchase.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.60%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 16.77%
5y Average Return 8.38%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
WFPAX Category Average WFPAX Category Average WFPAX Category Average
Alpha
-5.1 -0.09 -2.62 -0.07 -3.9 -0.06
BETA
0.77 0.01 0.81 0.01 0.94 0.01
Mean Annual Return
1.01 0.01 0.73 0.01 0.87 0.01
R-squared
55.88 0.85 69.63 0.82 77.68 0.84
Standard Deviation
13.16 0.25 15.5 0.2 16.93 0.17
Sharpe Ratio
0.58 0.01 0.32 0.01 0.47 0.01
Treynor Ratio
9.5 0.08 4.81 0.09 7.21 0.09

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