Allspring Real Return Fund
Name
As of 04/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-0.6%
1 yr return
0.8%
3 Yr Avg Return
-0.1%
5 Yr Avg Return
2.6%
Net Assets
$75.3 M
Holdings in Top 10
21.9%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.08%
SALES FEES
Front Load 4.50%
Deferred Load N/A
TRADING FEES
Turnover 20.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
$250
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
IPBAX - Profile
Distributions
- YTD Total Return -0.6%
- 3 Yr Annualized Total Return -0.1%
- 5 Yr Annualized Total Return 2.6%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.09%
- Dividend Yield 1.4%
- Dividend Distribution Frequency Quarterly
Fund Details
-
Legal NameAllspring Real Return Fund
-
Fund Family NameAllspring Funds
-
Inception DateFeb 28, 2003
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerMichael Bradshaw
Fund Description
■ | up to 70% of the Fund’s total assets in debt securities; |
■ | up to 70% of the Fund’s total assets in equity securities; and |
■ | up to 25% of the Fund’s net assets in commodities. |
IPBAX - Performance
Return Ranking - Trailing
Period | IPBAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.6% | -10.2% | 3.7% | 39.42% |
1 Yr | 0.8% | -18.6% | 4.6% | 36.23% |
3 Yr | -0.1%* | -14.4% | 5.8% | 34.16% |
5 Yr | 2.6%* | -6.5% | 5.0% | 32.31% |
10 Yr | 2.3%* | -2.3% | 2.8% | 5.88% |
* Annualized
Return Ranking - Calendar
Period | IPBAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 1.3% | -8.7% | 5.1% | 18.93% |
2022 | -14.7% | -52.3% | -4.0% | 37.93% |
2021 | 3.6% | -7.9% | 7.7% | 10.55% |
2020 | 6.6% | -29.4% | 23.0% | 68.37% |
2019 | 7.5% | 0.8% | 16.7% | 6.15% |
Total Return Ranking - Trailing
Period | IPBAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.6% | -10.2% | 3.7% | 39.42% |
1 Yr | 0.8% | -18.6% | 4.6% | 36.23% |
3 Yr | -0.1%* | -14.4% | 5.8% | 34.16% |
5 Yr | 2.6%* | -6.5% | 5.0% | 32.31% |
10 Yr | 2.3%* | -2.3% | 2.8% | 5.88% |
* Annualized
Total Return Ranking - Calendar
Period | IPBAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 4.7% | -5.2% | 9.5% | 17.48% |
2022 | -10.2% | -40.1% | 9.2% | 40.89% |
2021 | 7.7% | -2.7% | 37.6% | 9.05% |
2020 | 8.0% | -0.5% | 27.5% | 70.92% |
2019 | 9.9% | 2.8% | 19.3% | 6.67% |
NAV & Total Return History
IPBAX - Holdings
Concentration Analysis
IPBAX | Category Low | Category High | IPBAX % Rank | |
---|---|---|---|---|
Net Assets | 75.3 M | 968 K | 51.8 B | 93.75% |
Number of Holdings | 271 | 2 | 1550 | 28.37% |
Net Assets in Top 10 | 20.1 M | 949 K | 25 B | 97.60% |
Weighting of Top 10 | 21.93% | 9.2% | 103.8% | 89.37% |
Top 10 Holdings
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
- Us 5yr Note (Cbt) Dec20 Xcbt 20201231 5.10%
Asset Allocation
Weighting | Return Low | Return High | IPBAX % Rank | |
---|---|---|---|---|
Bonds | 83.38% | 0.00% | 200.47% | 87.02% |
Stocks | 16.29% | 0.00% | 100.07% | 2.88% |
Cash | 0.31% | -42.00% | 30.48% | 72.60% |
Convertible Bonds | 0.02% | 0.00% | 3.96% | 39.42% |
Preferred Stocks | 0.00% | 0.00% | 0.08% | 12.02% |
Other | 0.00% | -51.42% | 61.84% | 67.31% |
Stock Sector Breakdown
Weighting | Return Low | Return High | IPBAX % Rank | |
---|---|---|---|---|
Real Estate | 34.55% | 0.00% | 99.95% | 38.46% |
Consumer Defense | 31.30% | 0.00% | 31.30% | 7.69% |
Basic Materials | 22.13% | 0.00% | 22.13% | 7.69% |
Energy | 10.65% | 0.00% | 10.65% | 7.69% |
Consumer Cyclical | 1.36% | 0.00% | 16.99% | 30.77% |
Utilities | 0.00% | 0.00% | 1.13% | 30.77% |
Technology | 0.00% | 0.00% | 48.29% | 30.77% |
Industrials | 0.00% | 0.00% | 3.93% | 30.77% |
Healthcare | 0.00% | 0.00% | 6.17% | 30.77% |
Financial Services | 0.00% | 0.00% | 100.00% | 38.46% |
Communication Services | 0.00% | 0.00% | 17.02% | 30.77% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | IPBAX % Rank | |
---|---|---|---|---|
US | 14.25% | 0.00% | 100.07% | 3.37% |
Non US | 2.04% | 0.00% | 82.30% | 0.96% |
Bond Sector Breakdown
Weighting | Return Low | Return High | IPBAX % Rank | |
---|---|---|---|---|
Government | 77.49% | 6.70% | 112.97% | 73.56% |
Corporate | 21.86% | 0.00% | 50.64% | 7.21% |
Cash & Equivalents | 0.38% | 0.00% | 20.89% | 59.62% |
Securitized | 0.25% | 0.00% | 58.03% | 70.19% |
Derivative | 0.01% | -26.13% | 19.50% | 55.77% |
Municipal | 0.00% | 0.00% | 1.28% | 31.25% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | IPBAX % Rank | |
---|---|---|---|---|
US | 81.91% | 0.00% | 172.85% | 86.54% |
Non US | 1.47% | 0.00% | 54.30% | 16.35% |
IPBAX - Expenses
Operational Fees
IPBAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.08% | 0.03% | 22.29% | 20.87% |
Management Fee | 0.45% | 0.00% | 0.99% | 75.48% |
12b-1 Fee | 0.00% | 0.00% | 1.00% | 2.13% |
Administrative Fee | 0.05% | 0.01% | 0.40% | 19.74% |
Sales Fees
IPBAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 4.50% | 1.00% | 4.75% | 10.00% |
Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
IPBAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | N/A | N/A | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
IPBAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 20.00% | 0.00% | 246.00% | 7.54% |
IPBAX - Distributions
Dividend Yield Analysis
IPBAX | Category Low | Category High | IPBAX % Rank | |
---|---|---|---|---|
Dividend Yield | 1.42% | 0.00% | 14.38% | 43.27% |
Dividend Distribution Analysis
IPBAX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Quarterly | Annual | Monthly | Quarterly |
Net Income Ratio Analysis
IPBAX | Category Low | Category High | IPBAX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.09% | -0.06% | 6.71% | 86.83% |
Capital Gain Distribution Analysis
IPBAX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 26, 2024 | $0.034 | OrdinaryDividend |
Dec 28, 2023 | $0.038 | OrdinaryDividend |
Nov 24, 2023 | $0.037 | OrdinaryDividend |
Oct 26, 2023 | $0.029 | OrdinaryDividend |
Sep 26, 2023 | $0.035 | OrdinaryDividend |
Aug 28, 2023 | $0.040 | OrdinaryDividend |
Jul 26, 2023 | $0.055 | OrdinaryDividend |
Jun 27, 2023 | $0.016 | OrdinaryDividend |
May 25, 2023 | $0.052 | OrdinaryDividend |
Apr 25, 2023 | $0.036 | OrdinaryDividend |
Mar 28, 2023 | $0.021 | OrdinaryDividend |
Dec 29, 2022 | $0.030 | OrdinaryDividend |
Nov 25, 2022 | $0.012 | OrdinaryDividend |
Oct 26, 2022 | $0.010 | OrdinaryDividend |
Sep 27, 2022 | $0.064 | OrdinaryDividend |
Aug 26, 2022 | $0.108 | OrdinaryDividend |
Jul 26, 2022 | $0.076 | OrdinaryDividend |
Jun 27, 2022 | $0.022 | OrdinaryDividend |
May 25, 2022 | $0.070 | OrdinaryDividend |
Apr 26, 2022 | $0.048 | OrdinaryDividend |
Mar 28, 2022 | $0.047 | OrdinaryDividend |
Feb 23, 2022 | $0.025 | OrdinaryDividend |
Dec 30, 2021 | $0.046 | OrdinaryDividend |
Nov 24, 2021 | $0.020 | OrdinaryDividend |
Oct 26, 2021 | $0.031 | OrdinaryDividend |
Sep 27, 2021 | $0.049 | OrdinaryDividend |
Aug 26, 2021 | $0.057 | OrdinaryDividend |
Jul 27, 2021 | $0.068 | OrdinaryDividend |
Jun 25, 2021 | $0.039 | OrdinaryDividend |
May 25, 2021 | $0.050 | OrdinaryDividend |
Apr 27, 2021 | $0.033 | OrdinaryDividend |
Mar 26, 2021 | $0.018 | OrdinaryDividend |
Feb 23, 2021 | $0.006 | OrdinaryDividend |
Jan 26, 2021 | $0.011 | OrdinaryDividend |
Dec 30, 2020 | $0.006 | OrdinaryDividend |
Nov 24, 2020 | $0.021 | OrdinaryDividend |
Oct 27, 2020 | $0.034 | OrdinaryDividend |
Sep 25, 2020 | $0.027 | OrdinaryDividend |
Aug 26, 2020 | $0.008 | OrdinaryDividend |
May 26, 2020 | $0.028 | OrdinaryDividend |
Mar 26, 2020 | $0.012 | OrdinaryDividend |
Dec 24, 2019 | $0.033 | OrdinaryDividend |
Nov 25, 2019 | $0.011 | OrdinaryDividend |
Oct 28, 2019 | $0.015 | OrdinaryDividend |
Sep 25, 2019 | $0.020 | OrdinaryDividend |
Aug 27, 2019 | $0.046 | OrdinaryDividend |
Jul 26, 2019 | $0.027 | OrdinaryDividend |
Jun 25, 2019 | $0.014 | DailyAccrualFund |
May 28, 2019 | $0.035 | DailyAccrualFund |
Apr 25, 2019 | $0.012 | DailyAccrualFund |
Mar 26, 2019 | $0.000 | DailyAccrualFund |
Dec 28, 2018 | $0.014 | DailyAccrualFund |
Nov 27, 2018 | $0.013 | DailyAccrualFund |
Oct 26, 2018 | $0.014 | DailyAccrualFund |
Sep 25, 2018 | $0.032 | DailyAccrualFund |
Aug 28, 2018 | $0.026 | DailyAccrualFund |
Jul 26, 2018 | $0.029 | DailyAccrualFund |
Jun 26, 2018 | $0.017 | DailyAccrualFund |
May 25, 2018 | $0.052 | DailyAccrualFund |
Mar 26, 2018 | $0.011 | DailyAccrualFund |
Dec 29, 2017 | $0.059 | DailyAccrualFund |
Nov 27, 2017 | $0.030 | DailyAccrualFund |
Oct 26, 2017 | $0.013 | DailyAccrualFund |
Sep 26, 2017 | $0.013 | DailyAccrualFund |
Aug 28, 2017 | $0.012 | DailyAccrualFund |
Jul 26, 2017 | $0.013 | DailyAccrualFund |
Jun 27, 2017 | $0.010 | DailyAccrualFund |
May 25, 2017 | $0.033 | DailyAccrualFund |
Mar 24, 2017 | $0.014 | DailyAccrualFund |
Dec 30, 2016 | $0.047 | DailyAccrualFund |
Nov 25, 2016 | $0.025 | DailyAccrualFund |
Oct 26, 2016 | $0.028 | DailyAccrualFund |
Sep 27, 2016 | $0.011 | DailyAccrualFund |
Aug 26, 2016 | $0.009 | DailyAccrualFund |
Jul 26, 2016 | $0.012 | DailyAccrualFund |
Jun 27, 2016 | $0.019 | DailyAccrualFund |
May 25, 2016 | $0.011 | DailyAccrualFund |
Nov 24, 2015 | $0.015 | DailyAccrualFund |
Aug 26, 2015 | $0.021 | DailyAccrualFund |
Jul 28, 2015 | $0.014 | DailyAccrualFund |
Jun 25, 2015 | $0.010 | DailyAccrualFund |
Nov 24, 2014 | $0.007 | DailyAccrualFund |
Oct 28, 2014 | $0.014 | DailyAccrualFund |
Sep 25, 2014 | $0.014 | DailyAccrualFund |
Aug 26, 2014 | $0.014 | DailyAccrualFund |
Jul 28, 2014 | $0.024 | DailyAccrualFund |
Jun 25, 2014 | $0.010 | DailyAccrualFund |
May 27, 2014 | $0.031 | DailyAccrualFund |
Apr 30, 2014 | $0.030 | DailyAccrualFund |
Apr 25, 2014 | $0.030 | DailyAccrualFund |
Mar 31, 2014 | $0.011 | DailyAccrualFund |
Mar 26, 2014 | $0.011 | DailyAccrualFund |
Oct 31, 2013 | $0.009 | DailyAccrualFund |
Aug 30, 2013 | $0.008 | DailyAccrualFund |
May 31, 2013 | $0.025 | DailyAccrualFund |
Jan 31, 2013 | $0.008 | DailyAccrualFund |
Dec 31, 2012 | $0.012 | DailyAccrualFund |
Nov 30, 2012 | $0.036 | DailyAccrualFund |
Oct 31, 2012 | $0.036 | DailyAccrualFund |
Sep 28, 2012 | $0.007 | DailyAccrualFund |
Aug 31, 2012 | $0.007 | DailyAccrualFund |
Jul 31, 2012 | $0.017 | DailyAccrualFund |
Jun 29, 2012 | $0.065 | DailyAccrualFund |
May 31, 2012 | $0.076 | DailyAccrualFund |
Apr 30, 2012 | $0.033 | DailyAccrualFund |
Mar 30, 2012 | $0.010 | DailyAccrualFund |
Feb 29, 2012 | $0.009 | DailyAccrualFund |
Jan 31, 2012 | $0.013 | DailyAccrualFund |
Dec 30, 2011 | $0.030 | DailyAccrualFund |
Nov 30, 2011 | $0.026 | DailyAccrualFund |
Oct 31, 2011 | $0.026 | DailyAccrualFund |
Sep 30, 2011 | $0.031 | DailyAccrualFund |
Aug 31, 2011 | $0.036 | DailyAccrualFund |
Jul 29, 2011 | $0.035 | DailyAccrualFund |
Jun 30, 2011 | $0.034 | DailyAccrualFund |
May 31, 2011 | $0.035 | DailyAccrualFund |
Apr 29, 2011 | $0.050 | DailyAccrualFund |
Mar 31, 2011 | $0.049 | DailyAccrualFund |
Feb 28, 2011 | $0.020 | DailyAccrualFund |
Jan 31, 2011 | $0.009 | DailyAccrualFund |
Dec 31, 2010 | $0.006 | DailyAccrualFund |
Nov 30, 2010 | $0.005 | DailyAccrualFund |
Oct 29, 2010 | $0.006 | DailyAccrualFund |
Sep 30, 2010 | $0.001 | DailyAccrualFund |
Aug 31, 2010 | $0.005 | DailyAccrualFund |
Jul 30, 2010 | $0.014 | DailyAccrualFund |
Jun 30, 2010 | $0.024 | DailyAccrualFund |
May 28, 2010 | $0.044 | DailyAccrualFund |
Feb 26, 2010 | $0.006 | DailyAccrualFund |
Jan 29, 2010 | $0.078 | DailyAccrualFund |
Dec 31, 2009 | $0.079 | DailyAccrualFund |
Nov 30, 2009 | $0.048 | DailyAccrualFund |
Oct 30, 2009 | $0.007 | DailyAccrualFund |
Sep 30, 2009 | $0.006 | DailyAccrualFund |
Feb 27, 2009 | $0.003 | DailyAccrualFund |
Jan 30, 2009 | $0.010 | DailyAccrualFund |
Dec 31, 2008 | $0.028 | DailyAccrualFund |
Nov 28, 2008 | $0.043 | DailyAccrualFund |
Oct 31, 2008 | $0.043 | DailyAccrualFund |
Sep 30, 2008 | $0.040 | DailyAccrualFund |
Aug 29, 2008 | $0.041 | DailyAccrualFund |
Jul 31, 2008 | $0.041 | DailyAccrualFund |
Jun 30, 2008 | $0.033 | DailyAccrualFund |
May 30, 2008 | $0.035 | DailyAccrualFund |
Apr 30, 2008 | $0.035 | DailyAccrualFund |
Mar 31, 2008 | $0.035 | DailyAccrualFund |
Feb 29, 2008 | $0.033 | DailyAccrualFund |
Jan 31, 2008 | $0.036 | DailyAccrualFund |
Dec 31, 2007 | $0.056 | DailyAccrualFund |
Nov 30, 2007 | $0.060 | DailyAccrualFund |
Oct 31, 2007 | $0.063 | DailyAccrualFund |
Sep 28, 2007 | $0.060 | DailyAccrualFund |
Aug 31, 2007 | $0.062 | DailyAccrualFund |
Jul 31, 2007 | $0.046 | DailyAccrualFund |
Jun 29, 2007 | $0.043 | DailyAccrualFund |
May 31, 2007 | $0.033 | DailyAccrualFund |
Apr 30, 2007 | $0.031 | DailyAccrualFund |
Mar 30, 2007 | $0.013 | DailyAccrualFund |
Feb 28, 2007 | $0.010 | DailyAccrualFund |
Jan 31, 2007 | $0.011 | DailyAccrualFund |
Dec 29, 2006 | $0.010 | DailyAccrualFund |
Oct 31, 2006 | $0.048 | DailyAccrualFund |
Sep 29, 2006 | $0.047 | DailyAccrualFund |
Aug 31, 2006 | $0.039 | DailyAccrualFund |
Jul 31, 2006 | $0.035 | DailyAccrualFund |
Jun 30, 2006 | $0.034 | DailyAccrualFund |
May 31, 2006 | $0.034 | DailyAccrualFund |
Apr 28, 2006 | $0.010 | DailyAccrualFund |
Mar 31, 2006 | $0.011 | DailyAccrualFund |
Feb 28, 2006 | $0.009 | DailyAccrualFund |
Jan 31, 2006 | $0.010 | DailyAccrualFund |
Dec 30, 2005 | $0.058 | DailyAccrualFund |
Nov 30, 2005 | $0.122 | DailyAccrualFund |
Oct 31, 2005 | $0.061 | DailyAccrualFund |
Sep 30, 2005 | $0.042 | DailyAccrualFund |
Aug 31, 2005 | $0.036 | DailyAccrualFund |
Jul 29, 2005 | $0.034 | DailyAccrualFund |
Jun 30, 2005 | $0.035 | DailyAccrualFund |
May 31, 2005 | $0.035 | DailyAccrualFund |
Apr 29, 2005 | $0.012 | DailyAccrualFund |
Mar 31, 2005 | $0.007 | DailyAccrualFund |
Feb 28, 2005 | $0.006 | DailyAccrualFund |
Jan 31, 2005 | $0.021 | DailyAccrualFund |
Dec 31, 2004 | $0.073 | DailyAccrualFund |
Nov 30, 2004 | $0.042 | DailyAccrualFund |
Oct 29, 2004 | $0.030 | DailyAccrualFund |
Sep 30, 2004 | $0.027 | DailyAccrualFund |
Aug 31, 2004 | $0.028 | DailyAccrualFund |
Jul 30, 2004 | $0.027 | DailyAccrualFund |
Jun 30, 2004 | $0.024 | DailyAccrualFund |
May 28, 2004 | $0.023 | DailyAccrualFund |
Apr 30, 2004 | $0.017 | DailyAccrualFund |
Mar 31, 2004 | $0.009 | DailyAccrualFund |
Feb 27, 2004 | $0.008 | DailyAccrualFund |
Jan 30, 2004 | $0.012 | DailyAccrualFund |
Dec 31, 2003 | $0.019 | DailyAccrualFund |
Nov 28, 2003 | $0.023 | DailyAccrualFund |
Oct 31, 2003 | $0.024 | DailyAccrualFund |
Sep 30, 2003 | $0.023 | DailyAccrualFund |
Aug 29, 2003 | $0.024 | DailyAccrualFund |
Jul 31, 2003 | $0.023 | DailyAccrualFund |
Jun 30, 2003 | $0.023 | DailyAccrualFund |
May 30, 2003 | $0.075 | DailyAccrualFund |
Apr 30, 2003 | $0.068 | DailyAccrualFund |
Mar 31, 2003 | $0.007 | DailyAccrualFund |
IPBAX - Fund Manager Analysis
Managers
Michael Bradshaw
Start Date
Tenure
Tenure Rank
Dec 01, 2014
7.5
7.5%
Michael Bradshaw is a managing director and senior portfolio manager for the Precious Metals team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments, where he served in a similar role. Before that, Michael was a vice president and senior analyst with Pioneer Investment Management and earlier at CIBC Wood Gundy Securities Inc., where he served as a research associate. Michael earned a bachelor’s degree in geology from the University of Western Ontario and a master’s degree in business administration with an emphasis in finance from the University of Toronto. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston and CFA Society Toronto.
Kandarp Acharya
Start Date
Tenure
Tenure Rank
Dec 01, 2014
7.5
7.5%
Mr. Acharya joined Wells Capital Management in 2013, where he currently serves as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Acharya led the Advanced Analytics and Quantitative Research Group at Wells Fargo Wealth Management, where he also led the development and implementation of quantitative tactical allocation models as a member of the firm’s Asset Allocation Committee.
Petros Bocray
Start Date
Tenure
Tenure Rank
Oct 01, 2016
5.67
5.7%
Mr. Bocray is a portfolio manager on the Quantitative Strategies team at Wells Capital All Portfolios Management. In this role, Mr. Bocray serves as co-manager on several of the team's portfolios and conducts research supporting the quantitative models and investment strategies. Prior to joining the team in March 2006, Mr. Bocray worked as a portfolio manager for the Wells Fargo Wealth Management Group, where he managed private client accounts with a focus on portfolio construction and asset allocation. Education: Bachelor of Economics, College of Charleston, Charleston, South Carolina.
Garth Newport
Start Date
Tenure
Tenure Rank
Mar 01, 2019
3.25
3.3%
Garth Newport is a portfolio manager for the Select Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM as an analyst. Garth began his investment industry career in 2005 as an investments intern at Sentry Insurance. He interned at WFAM the following year and then served as a senior research analyst at Aristotle Ventures. He earned a bachelor’s degree in business administration with an emphasis in economics from the University of Wisconsin, Stevens Point. Garth has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Institute and CFA Society Milwaukee.
Michael Schueller
Start Date
Tenure
Tenure Rank
Jan 15, 2020
2.38
2.4%
Michael (Mike) Schueller is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM as a senior investment research analyst from Strong Capital Management, where he held a similar position. Mike rejoined Strong in 2000, having left the firm to start a trust department for Community Bank & Trust in Sheboygan, Wisconsin. Before that, he served as associate counsel for Strong’s legal department. Prior to this, Mike practiced law with Reinhart, Boerner, Van Deuren, Norris & Rieselbach, S.C., in Milwaukee, specializing in corporate reorganizations, mergers, and acquisitions. He began his investment industry career in 1998. Mike earned a bachelor’s degree in economics from the University of Minnesota and a law degree from the University of Wisconsin, Madison. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Michal Stanczyk
Start Date
Tenure
Tenure Rank
Jun 30, 2021
0.92
0.9%
Michal Stanczyk is a portfolio manager and research analyst for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Michal worked for Wells Fargo within the Wholesale Leadership Pipeline Program. He began his investment industry in 2006. Michal earned a bachelor’s degree in economics from Indiana Wesleyan University.
Travis Keshemberg
Start Date
Tenure
Tenure Rank
Mar 24, 2022
0.19
0.2%
Travis L. Keshemberg, CFA, CIP, FRM Mr. Keshemberg joined Allspring Investments in 2016, where he currently serves as a Portfolio Manager for the Multi-Asset Solutions team. Prior to joining Allspring Investments, Mr. Keshemberg was a Director of Research at Allspring Funds Management, LLC.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.17 | 20.51 | 6.61 | 11.1 |