Allspring Multi-Sector Income Fund
Name
As of 02/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
N/A
1 yr return
N/A
3 Yr Avg Return
N/A
5 Yr Avg Return
N/A
Net Assets
$295 M
Holdings in Top 10
14.4%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.19%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 47.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
N/A
IRA
N/A
Fund Classification
Fund Type
Closed-end mutual fund
Name
As of 02/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
XERCX - Profile
Distributions
- YTD Total Return N/A
- 3 Yr Annualized Total Return N/A
- 5 Yr Annualized Total Return N/A
- Capital Gain Distribution Frequency N/A
- Net Income Ratio 6.14%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameAllspring Multi-Sector Income Fund
-
Fund Family NameAllspring Global Investments
-
Inception DateJun 30, 2003
-
Shares Outstanding28084035
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerAlex Perrin
Fund Description
XERCX - Performance
Return Ranking - Trailing
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | N/A | -13.2% | 8.9% | 72.10% |
1 Yr | N/A | -10.4% | 25.6% | 18.45% |
3 Yr | N/A* | -17.4% | 18.0% | 96.47% |
5 Yr | N/A* | -13.5% | 14.7% | 95.73% |
10 Yr | N/A* | -13.6% | 6.5% | 93.27% |
* Annualized
Return Ranking - Calendar
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.2% | -12.0% | 15.7% | 3.41% |
2022 | -22.8% | -31.8% | 18.4% | 96.66% |
2021 | -4.8% | -26.6% | 25.7% | 89.33% |
2020 | -2.2% | -49.2% | 18.7% | 77.62% |
2019 | 5.3% | -35.1% | 15.3% | 41.41% |
Total Return Ranking - Trailing
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | N/A | -13.2% | 8.9% | 72.10% |
1 Yr | N/A | -10.4% | 25.6% | 18.45% |
3 Yr | N/A* | -17.4% | 18.0% | 96.47% |
5 Yr | N/A* | -13.5% | 14.7% | 95.73% |
10 Yr | N/A* | -13.6% | 6.5% | 93.27% |
* Annualized
Total Return Ranking - Calendar
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 9.8% | -7.0% | 22.2% | 23.26% |
2022 | -22.8% | -31.8% | 21.1% | 98.57% |
2021 | -4.8% | -13.5% | 49.9% | 97.04% |
2020 | -2.2% | -28.6% | 24.1% | 90.41% |
2019 | 10.3% | -4.8% | 19.1% | 35.11% |
NAV & Total Return History
XERCX - Holdings
Concentration Analysis
XERCX | Category Low | Category High | XERCX % Rank | |
---|---|---|---|---|
Net Assets | 295 M | 2.53 M | 143 B | 63.92% |
Number of Holdings | 504 | 4 | 9868 | 49.92% |
Net Assets in Top 10 | 62.6 M | -1.57 B | 65.8 B | 69.41% |
Weighting of Top 10 | 14.36% | 0.7% | 170.6% | 85.76% |
Top 10 Holdings
- Mexico (United Mexican States) 8.5% 2.27%
- India (Rep Of) 7.32% 2.19%
- Allspring Government MMkt Select 1.91%
- Indonesia (Republic of) 7% 1.81%
- Indonesia(Rep Of) 8.38% 1.69%
- Romania (Republic Of) 3.65% 1.44%
- Colombia (Republic of) 7.5% 1.27%
- Colombia (Republic of) 7.5% 1.21%
- Mexico (United Mexican States) 5.75% 1.11%
- Romania (Republic Of) 3.25% 1.09%
Asset Allocation
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
Bonds | 95.13% | -150.81% | 203.29% | 30.44% |
Cash | 3.47% | -94.66% | 258.91% | 48.86% |
Stocks | 0.95% | -1.60% | 99.88% | 40.64% |
Convertible Bonds | 0.28% | 0.00% | 33.50% | 73.91% |
Preferred Stocks | 0.17% | 0.00% | 30.46% | 30.59% |
Other | 0.00% | -62.91% | 100.00% | 82.04% |
Stock Sector Breakdown
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
Energy | 55.45% | 0.00% | 100.00% | 27.25% |
Real Estate | 44.55% | 0.00% | 100.00% | 5.06% |
Utilities | 0.00% | 0.00% | 100.00% | 98.03% |
Technology | 0.00% | 0.00% | 28.30% | 98.31% |
Industrials | 0.00% | 0.00% | 100.00% | 98.31% |
Healthcare | 0.00% | 0.00% | 18.60% | 98.03% |
Financial Services | 0.00% | 0.00% | 100.00% | 98.60% |
Communication Services | 0.00% | 0.00% | 100.00% | 98.88% |
Consumer Defense | 0.00% | 0.00% | 99.97% | 96.91% |
Consumer Cyclical | 0.00% | 0.00% | 89.95% | 98.31% |
Basic Materials | 0.00% | 0.00% | 100.00% | 98.03% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
US | 0.95% | -1.47% | 99.88% | 37.14% |
Non US | 0.00% | -0.13% | 17.73% | 92.85% |
Bond Sector Breakdown
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
Corporate | 71.18% | 0.00% | 96.66% | 8.32% |
Government | 18.25% | 0.00% | 99.43% | 32.97% |
Securitized | 7.06% | 0.00% | 99.65% | 72.06% |
Cash & Equivalents | 3.51% | 0.00% | 88.14% | 43.05% |
Derivative | 0.00% | -62.91% | 37.37% | 57.10% |
Municipal | 0.00% | 0.00% | 54.26% | 94.98% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
US | 66.90% | -151.11% | 203.29% | 64.69% |
Non US | 28.23% | 0.00% | 67.77% | 14.61% |
XERCX - Expenses
Operational Fees
XERCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.19% | 0.01% | 20.67% | 48.86% |
Management Fee | 0.55% | 0.00% | 2.29% | 38.97% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.05% | 0.00% | 0.70% | 23.36% |
Sales Fees
XERCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.00% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
XERCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.50% | 2.00% | 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.
XERCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 47.00% | 0.00% | 632.00% | 18.57% |
XERCX - Distributions
Dividend Yield Analysis
XERCX | Category Low | Category High | XERCX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 23.30% | 99.40% |
Dividend Distribution Analysis
XERCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
Net Income Ratio Analysis
XERCX | Category Low | Category High | XERCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 6.14% | -1.55% | 11.51% | 7.11% |
Capital Gain Distribution Analysis
XERCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Jul 01, 2019 | $0.100 | OrdinaryDividend |
Jun 03, 2019 | $0.101 | OrdinaryDividend |
May 01, 2019 | $0.101 | OrdinaryDividend |
Apr 01, 2019 | $0.102 | OrdinaryDividend |
Mar 01, 2019 | $0.103 | OrdinaryDividend |
Feb 01, 2019 | $0.104 | OrdinaryDividend |
Jan 02, 2019 | $0.104 | OrdinaryDividend |
Dec 03, 2018 | $0.105 | OrdinaryDividend |
Nov 01, 2018 | $0.106 | OrdinaryDividend |
Oct 01, 2018 | $0.106 | OrdinaryDividend |
Sep 04, 2018 | $0.107 | OrdinaryDividend |
Aug 01, 2018 | $0.107 | OrdinaryDividend |
Jul 02, 2018 | $0.108 | OrdinaryDividend |
Jun 01, 2018 | $0.108 | OrdinaryDividend |
May 01, 2018 | $0.108 | OrdinaryDividend |
Apr 02, 2018 | $0.108 | OrdinaryDividend |
Mar 01, 2018 | $0.108 | OrdinaryDividend |
Feb 01, 2018 | $0.108 | OrdinaryDividend |
Jan 02, 2018 | $0.108 | OrdinaryDividend |
Dec 01, 2017 | $0.108 | OrdinaryDividend |
Nov 01, 2017 | $0.108 | OrdinaryDividend |
Oct 02, 2017 | $0.108 | OrdinaryDividend |
Sep 01, 2017 | $0.107 | OrdinaryDividend |
Aug 01, 2017 | $0.107 | OrdinaryDividend |
Jul 03, 2017 | $0.106 | OrdinaryDividend |
Jun 01, 2017 | $0.106 | OrdinaryDividend |
May 01, 2017 | $0.105 | OrdinaryDividend |
Apr 03, 2017 | $0.104 | OrdinaryDividend |
Mar 01, 2017 | $0.103 | OrdinaryDividend |
Feb 01, 2017 | $0.092 | OrdinaryDividend |
Jan 03, 2017 | $0.092 | OrdinaryDividend |
Dec 01, 2016 | $0.092 | OrdinaryDividend |
Nov 01, 2016 | $0.092 | OrdinaryDividend |
Oct 03, 2016 | $0.092 | OrdinaryDividend |
Sep 01, 2016 | $0.092 | OrdinaryDividend |
Aug 01, 2016 | $0.092 | OrdinaryDividend |
Jul 01, 2016 | $0.092 | OrdinaryDividend |
Jun 01, 2016 | $0.097 | OrdinaryDividend |
May 02, 2016 | $0.097 | OrdinaryDividend |
Apr 01, 2016 | $0.097 | OrdinaryDividend |
Mar 01, 2016 | $0.097 | OrdinaryDividend |
Feb 01, 2016 | $0.097 | OrdinaryDividend |
Jan 04, 2016 | $0.097 | OrdinaryDividend |
Dec 01, 2015 | $0.097 | OrdinaryDividend |
Nov 02, 2015 | $0.097 | OrdinaryDividend |
Oct 01, 2015 | $0.097 | OrdinaryDividend |
Sep 01, 2015 | $0.097 | OrdinaryDividend |
Aug 03, 2015 | $0.097 | OrdinaryDividend |
Jul 01, 2015 | $0.097 | OrdinaryDividend |
Jun 01, 2015 | $0.097 | OrdinaryDividend |
May 01, 2015 | $0.097 | OrdinaryDividend |
Apr 01, 2015 | $0.097 | OrdinaryDividend |
Mar 02, 2015 | $0.097 | OrdinaryDividend |
Feb 02, 2015 | $0.097 | OrdinaryDividend |
Jan 02, 2015 | $0.097 | OrdinaryDividend |
Dec 01, 2014 | $0.100 | OrdinaryDividend |
Nov 03, 2014 | $0.100 | OrdinaryDividend |
Oct 01, 2014 | $0.100 | OrdinaryDividend |
Sep 02, 2014 | $0.100 | OrdinaryDividend |
Aug 01, 2014 | $0.100 | OrdinaryDividend |
Jul 01, 2014 | $0.100 | OrdinaryDividend |
Jun 02, 2014 | $0.100 | OrdinaryDividend |
May 01, 2014 | $0.100 | OrdinaryDividend |
Apr 01, 2014 | $0.100 | OrdinaryDividend |
Mar 03, 2014 | $0.100 | OrdinaryDividend |
Feb 03, 2014 | $0.100 | OrdinaryDividend |
Jan 02, 2014 | $0.100 | OrdinaryDividend |
Dec 02, 2013 | $0.100 | OrdinaryDividend |
Nov 01, 2013 | $0.100 | OrdinaryDividend |
Oct 01, 2013 | $0.100 | OrdinaryDividend |
Sep 03, 2013 | $0.100 | OrdinaryDividend |
Aug 01, 2013 | $0.100 | OrdinaryDividend |
Jul 01, 2013 | $0.100 | OrdinaryDividend |
Jun 03, 2013 | $0.100 | OrdinaryDividend |
May 01, 2013 | $0.100 | OrdinaryDividend |
Apr 01, 2013 | $0.100 | OrdinaryDividend |
Mar 01, 2013 | $0.100 | OrdinaryDividend |
Feb 01, 2013 | $0.100 | OrdinaryDividend |
Jan 02, 2013 | $0.100 | OrdinaryDividend |
Dec 03, 2012 | $0.100 | OrdinaryDividend |
Nov 01, 2012 | $0.100 | OrdinaryDividend |
Oct 01, 2012 | $0.100 | OrdinaryDividend |
Sep 04, 2012 | $0.100 | OrdinaryDividend |
Aug 01, 2012 | $0.100 | OrdinaryDividend |
Jul 02, 2012 | $0.100 | OrdinaryDividend |
Jun 01, 2012 | $0.100 | OrdinaryDividend |
May 01, 2012 | $0.100 | OrdinaryDividend |
Apr 02, 2012 | $0.100 | OrdinaryDividend |
Mar 01, 2012 | $0.100 | OrdinaryDividend |
Feb 01, 2012 | $0.100 | OrdinaryDividend |
Jan 03, 2012 | $0.100 | OrdinaryDividend |
Dec 01, 2011 | $0.100 | OrdinaryDividend |
Nov 01, 2011 | $0.100 | OrdinaryDividend |
Oct 03, 2011 | $0.100 | OrdinaryDividend |
Sep 01, 2011 | $0.100 | OrdinaryDividend |
Aug 01, 2011 | $0.100 | OrdinaryDividend |
Jul 01, 2011 | $0.100 | OrdinaryDividend |
Jun 01, 2011 | $0.100 | OrdinaryDividend |
May 02, 2011 | $0.100 | OrdinaryDividend |
Apr 01, 2011 | $0.100 | OrdinaryDividend |
Mar 01, 2011 | $0.108 | OrdinaryDividend |
Feb 01, 2011 | $0.108 | OrdinaryDividend |
Jan 03, 2011 | $0.108 | OrdinaryDividend |
Dec 01, 2010 | $0.108 | OrdinaryDividend |
Nov 01, 2010 | $0.108 | OrdinaryDividend |
Oct 01, 2010 | $0.108 | OrdinaryDividend |
Sep 01, 2010 | $0.108 | OrdinaryDividend |
Aug 02, 2010 | $0.108 | OrdinaryDividend |
Jul 01, 2010 | $0.108 | OrdinaryDividend |
Jun 01, 2010 | $0.108 | OrdinaryDividend |
May 03, 2010 | $0.108 | OrdinaryDividend |
Apr 01, 2010 | $0.108 | OrdinaryDividend |
Mar 01, 2010 | $0.108 | OrdinaryDividend |
Feb 01, 2010 | $0.108 | OrdinaryDividend |
Jan 04, 2010 | $0.108 | OrdinaryDividend |
Dec 01, 2009 | $0.108 | OrdinaryDividend |
Nov 02, 2009 | $0.108 | OrdinaryDividend |
Oct 01, 2009 | $0.108 | OrdinaryDividend |
Sep 01, 2009 | $0.108 | OrdinaryDividend |
Aug 03, 2009 | $0.108 | OrdinaryDividend |
Jul 01, 2009 | $0.108 | OrdinaryDividend |
Jun 01, 2009 | $0.108 | OrdinaryDividend |
May 01, 2009 | $0.108 | OrdinaryDividend |
Apr 01, 2009 | $0.108 | OrdinaryDividend |
Mar 02, 2009 | $0.108 | OrdinaryDividend |
Feb 02, 2009 | $0.108 | OrdinaryDividend |
Jan 02, 2009 | $1.120 | ExtraDividend |
Dec 01, 2008 | $0.097 | OrdinaryDividend |
Nov 03, 2008 | $0.097 | OrdinaryDividend |
Oct 01, 2008 | $0.097 | OrdinaryDividend |
Sep 02, 2008 | $0.097 | OrdinaryDividend |
Aug 01, 2008 | $0.097 | OrdinaryDividend |
Jul 01, 2008 | $0.097 | OrdinaryDividend |
Jun 02, 2008 | $0.097 | OrdinaryDividend |
May 01, 2008 | $0.097 | OrdinaryDividend |
Apr 01, 2008 | $0.097 | OrdinaryDividend |
Mar 03, 2008 | $0.097 | OrdinaryDividend |
Feb 01, 2008 | $0.097 | OrdinaryDividend |
Jan 02, 2008 | $0.097 | OrdinaryDividend |
Dec 03, 2007 | $0.097 | OrdinaryDividend |
Nov 01, 2007 | $0.097 | OrdinaryDividend |
Oct 01, 2007 | $0.097 | OrdinaryDividend |
Sep 04, 2007 | $0.097 | OrdinaryDividend |
Aug 01, 2007 | $0.097 | OrdinaryDividend |
Jul 02, 2007 | $0.097 | OrdinaryDividend |
Jun 01, 2007 | $0.097 | OrdinaryDividend |
May 01, 2007 | $0.097 | OrdinaryDividend |
Apr 02, 2007 | $0.097 | OrdinaryDividend |
Mar 01, 2007 | $0.097 | OrdinaryDividend |
Feb 01, 2007 | $0.097 | OrdinaryDividend |
Jan 02, 2007 | $0.104 | OrdinaryDividend |
Dec 01, 2006 | $0.104 | OrdinaryDividend |
Nov 01, 2006 | $0.104 | OrdinaryDividend |
Oct 02, 2006 | $0.104 | OrdinaryDividend |
Sep 01, 2006 | $0.104 | OrdinaryDividend |
Aug 01, 2006 | $0.104 | OrdinaryDividend |
Jul 03, 2006 | $0.104 | OrdinaryDividend |
Jun 01, 2006 | $0.104 | OrdinaryDividend |
May 01, 2006 | $0.104 | OrdinaryDividend |
Apr 03, 2006 | $0.104 | OrdinaryDividend |
Mar 01, 2006 | $0.104 | OrdinaryDividend |
Feb 01, 2006 | $0.104 | OrdinaryDividend |
Jan 03, 2006 | $0.032 | ExtraDividend |
Dec 01, 2005 | $0.104 | OrdinaryDividend |
Nov 01, 2005 | $0.104 | OrdinaryDividend |
Oct 03, 2005 | $0.104 | OrdinaryDividend |
Sep 01, 2005 | $0.104 | OrdinaryDividend |
Aug 01, 2005 | $0.104 | OrdinaryDividend |
Jul 01, 2005 | $0.104 | OrdinaryDividend |
Jun 01, 2005 | $0.104 | OrdinaryDividend |
May 02, 2005 | $0.104 | OrdinaryDividend |
Apr 01, 2005 | $0.104 | OrdinaryDividend |
Mar 01, 2005 | $0.104 | OrdinaryDividend |
Feb 01, 2005 | $0.104 | OrdinaryDividend |
Jan 03, 2005 | $0.117 | OrdinaryDividend |
Dec 01, 2004 | $0.117 | OrdinaryDividend |
Nov 01, 2004 | $0.117 | OrdinaryDividend |
Oct 01, 2004 | $0.117 | OrdinaryDividend |
Sep 01, 2004 | $0.117 | OrdinaryDividend |
Aug 02, 2004 | $0.117 | OrdinaryDividend |
Jul 01, 2004 | $0.117 | OrdinaryDividend |
Jun 01, 2004 | $0.117 | OrdinaryDividend |
May 03, 2004 | $0.117 | OrdinaryDividend |
Apr 01, 2004 | $0.117 | OrdinaryDividend |
Mar 01, 2004 | $0.117 | OrdinaryDividend |
Feb 02, 2004 | $0.117 | OrdinaryDividend |
Jan 02, 2004 | $0.051 | ExtraDividend |
Dec 01, 2003 | $0.117 | OrdinaryDividend |
Nov 03, 2003 | $0.117 | OrdinaryDividend |
Oct 01, 2003 | $0.117 | OrdinaryDividend |
Sep 02, 2003 | $0.117 | OrdinaryDividend |
XERCX - Fund Manager Analysis
Managers
Alex Perrin
Start Date
Tenure
Tenure Rank
Jun 25, 2003
18.95
19.0%
Alex Perrin is a portfolio manager for the Global Fixed Income team at Allspring Global Investments. His responsibilities include developing investment strategies, macro portfolio allocation, portfolio positioning, and risk management. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Alex began his investment industry career in 1992. He earned a bachelor’s degree in mathematics and computer science from Hull University. Alex is a member of the Society of Technical Analysts and an Associate Member of the U.K. Society of Investment Professionals.
Michael Lee
Start Date
Tenure
Tenure Rank
Jun 25, 2003
18.95
19.0%
Michael Lee is a portfolio manager and head of trading for the Global Fixed Income team at Allspring Global Investments. His responsibilities include the day-to-day management and implementation of portfolio strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments. Prior to that, Michael worked at Northern Trust Co. He has held investment positions at JPMorganChase and National Westminster Bank. Michael began his investment industry career in 1982. He is a member of the U.K. Society of Investment Professionals.
Christopher Kauffman
Start Date
Tenure
Tenure Rank
Sep 05, 2008
13.74
13.7%
Christopher Kauffman 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). Christopher joined WFAM from Tattersall Advisory Group, where he served in a similar role. Before that, he was an investment officer for NISA Investment Advisors, where he was responsible for MBS analysis, risk assessment, and trading. He began his investment industry career in 1997. Christopher earned a bachelor’s degree in finance and economics and a master’s degree in business administration with an emphasis in finance from Washington University in St. Louis. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Institute.
Noah Wise
Start Date
Tenure
Tenure Rank
Jan 14, 2015
7.38
7.4%
Noah Wise 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). Noah joined WFAM as a research analyst and later became a portfolio manager. Prior to joining the firm, Noah worked as a lead market maker for Interactive Brokers. Noah began his investment industry career in 2001. He earned a bachelor’s degree in finance and a master’s degree in business administration with an emphasis in securities analysis from the University of Wisconsin, Madison. Noah has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Lauren van Biljon
Start Date
Tenure
Tenure Rank
Oct 03, 2018
3.66
3.7%
Lauren van Biljon is a portfolio manager for the Global Fixed Income team at Allspring Global Investments. Her responsibilities include macro portfolio allocation, portfolio positioning, and risk management. Lauren joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Lauren was at Evergreen Investments. Prior to that, she served as an emerging market analyst with 4Cast Ltd. Lauren began her investment industry career in 2007. She earned a bachelor’s degree in economics from the University of Cape Town and a master’s degree in economics from the University of Edinburgh. Lauren has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of the Society of Technical Analysts.
Michael Schueller
Start Date
Tenure
Tenure Rank
Aug 06, 2020
1.82
1.8%
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.
Christopher Lee
Start Date
Tenure
Tenure Rank
Aug 06, 2020
1.82
1.8%
Chris Lee 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 also served as head of high-yield trading for the WFAM U.S. High Yield Fixed Income team. Prior to this, he served as a managing director, co-portfolio manager, and head of trading for Silver Lake Credit. Preceding this, he was a senior analyst and portfolio manager for the U.S. High Yield team at WFAM.
Henrietta Pacquement
Start Date
Tenure
Tenure Rank
Feb 22, 2022
0.27
0.3%
Henrietta Pacquement is a senior portfolio manager and head of the Global Fixed Income team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Henrietta joined WFAM as a quantitative analyst before becoming portfolio manager and then head of the European investment-grade business for the Global Fixed Income team in London. She has extensive buy-side experience in portfolio and risk management. Prior to joining WFAM, Henrietta was a quantitative analyst at Barclays Global Investors, where she specialized in investment solution design for institutional clients and multi-asset-class portfolio risk/return calibration. Earlier, Henrietta spent four years in Paris working for AXA Investment Management in a similar role. She began her investment industry career in 2001. Henrietta earned a master’s degree in astrophysics from Cambridge University. She has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 28.19 | 5.72 | 3.19 |