Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.94% 432.77M -- 43.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-169.20M 3.65% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks positive total return. The Fund invests substantially all of its investable assets in the GMO Benchmark-Free Allocation Fund that includes U.S. and foreign fixed income funds and funds with various specialized investment programs.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name Allspring
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 72
-45.25M Peer Group Low
152.28M Peer Group High
1 Year
% Rank: 77
-169.20M
-3.324B Peer Group Low
1.524B Peer Group High
3 Months
% Rank: 72
-1.557B Peer Group Low
512.85M Peer Group High
3 Years
% Rank: 81
-6.967B Peer Group Low
2.155B Peer Group High
6 Months
% Rank: 79
-2.073B Peer Group Low
907.89M Peer Group High
5 Years
% Rank: 77
-9.379B Peer Group Low
2.222B Peer Group High
YTD
% Rank: 77
-2.856B Peer Group Low
1.453B Peer Group High
10 Years
% Rank: 87
-21.93B Peer Group Low
2.597B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-6.57%
9.94%
-3.63%
1.46%
-3.43%
11.68%
5.22%
6.33%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.69%
-5.52%
17.72%
8.39%
9.85%
-15.83%
7.82%
6.75%
13.47%
-7.72%
13.78%
8.48%
8.38%
-15.67%
5.29%
2.36%
7.66%
-6.21%
10.92%
7.08%
14.22%
-12.54%
7.26%
2.81%
13.09%
-9.40%
12.80%
0.72%
8.12%
-14.84%
17.43%
9.84%
4.22%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 9.15%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 9
Stock
Weighted Average PE Ratio 17.73
Weighted Average Price to Sales Ratio 5.108
Weighted Average Price to Book Ratio 3.466
Weighted Median ROE 19.26%
Weighted Median ROA 9.15%
ROI (TTM) 15.58%
Return on Investment (TTM) 15.58%
Earning Yield 0.0727
LT Debt / Shareholders Equity 0.4502
Number of Equity Holdings 0
Bond
Yield to Maturity (7-31-25) 5.14%
Effective Duration --
Average Coupon 5.81%
Calculated Average Quality 3.447
Effective Maturity 8.794
Nominal Maturity 9.591
Number of Bond Holdings 0
As of July 31, 2025

Growth Metrics

EPS Growth (1Y) 29.25%
EPS Growth (3Y) 12.51%
EPS Growth (5Y) 16.36%
Sales Growth (1Y) 12.22%
Sales Growth (3Y) 10.14%
Sales Growth (5Y) 11.56%
Sales per Share Growth (1Y) 12.25%
Sales per Share Growth (3Y) 9.90%
Operating Cash Flow - Growth Rate (3Y) 19.44%
As of July 31, 2025

Fund Details

Key Dates
Inception Date 3/1/2012
Last Annual Report Date 4/30/2025
Last Prospectus Date 9/1/2025
Share Classes
WABIX Inst
WARAX A
WARRX Retirement
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of July 31, 2025.
Type % Net
Cash 9.69%
Stock 7.75%
Bond 32.08%
Convertible 0.00%
Preferred 0.18%
Other 50.29%
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Top 9 Holdings

Name % Weight Price % Change
Allspring Macro Strategies Portfolio
41.19% -- --
Allspring Alternative Risk Premia Fund R6 15.41% 8.71 0.23%
Allspring Govt Money Market Fund Svc 10.53% 1.00 0.00%
Allspring Income Plus ETF 10.21% 25.37 -0.12%
Allspring Disciplined Large Cap Portfolio
6.55% -- --
Allspring Emerging Markets Eq Adv Fd R6 6.21% 14.72 0.34%
Allspring Disciplined International Developed Markets Portfolio
5.19% -- --
iShares JPMorgan USD Emerging Markets Bond ETF 4.77% 96.46 -0.08%
Other Assets less Liabilities
-0.05% -- --

Fees & Availability

Fees
Actual 12B-1 Fee 0.75%
Actual Management Fee 0.22%
Administration Fee 31.99K%
Maximum Front Load --
Maximum Deferred Load 1.00%
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 100.00 None

Basic Info

Investment Strategy
The Fund seeks positive total return. The Fund invests substantially all of its investable assets in the GMO Benchmark-Free Allocation Fund that includes U.S. and foreign fixed income funds and funds with various specialized investment programs.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name Allspring
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 9.15%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 9
Stock
Weighted Average PE Ratio 17.73
Weighted Average Price to Sales Ratio 5.108
Weighted Average Price to Book Ratio 3.466
Weighted Median ROE 19.26%
Weighted Median ROA 9.15%
ROI (TTM) 15.58%
Return on Investment (TTM) 15.58%
Earning Yield 0.0727
LT Debt / Shareholders Equity 0.4502
Number of Equity Holdings 0
Bond
Yield to Maturity (7-31-25) 5.14%
Effective Duration --
Average Coupon 5.81%
Calculated Average Quality 3.447
Effective Maturity 8.794
Nominal Maturity 9.591
Number of Bond Holdings 0
As of July 31, 2025

Growth Metrics

EPS Growth (1Y) 29.25%
EPS Growth (3Y) 12.51%
EPS Growth (5Y) 16.36%
Sales Growth (1Y) 12.22%
Sales Growth (3Y) 10.14%
Sales Growth (5Y) 11.56%
Sales per Share Growth (1Y) 12.25%
Sales per Share Growth (3Y) 9.90%
Operating Cash Flow - Growth Rate (3Y) 19.44%
As of July 31, 2025

Fund Details

Key Dates
Inception Date 3/1/2012
Last Annual Report Date 4/30/2025
Last Prospectus Date 9/1/2025
Share Classes
WABIX Inst
WARAX A
WARRX Retirement
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:WARCX", "name")
Broad Asset Class: =YCI("M:WARCX", "broad_asset_class")
Broad Category: =YCI("M:WARCX", "broad_category_group")
Prospectus Objective: =YCI("M:WARCX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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