Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.04% 431.63M -- 69.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-61.98M 10.89% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks a combination of capital appreciation and current income. Allocating at least 35% and up to 55% of its assets to stock funds, 25% and up to 45% of its assets to bond funds, at least 5% and up to 25% of its assets to inflation sensitive funds and up to 15% of its assets to alternative investment funds.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Balanced - US
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro --
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Balanced Funds
Fund Owner Firm Name Allspring
Broad Asset Class Benchmark Index
^SPXTR 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: 55
-402.57M Peer Group Low
73.64M Peer Group High
1 Year
% Rank: 52
-61.98M
-5.630B Peer Group Low
4.215B Peer Group High
3 Months
% Rank: 52
-1.084B Peer Group Low
789.24M Peer Group High
3 Years
% Rank: 50
-21.06B Peer Group Low
3.901B Peer Group High
6 Months
% Rank: 51
-1.853B Peer Group Low
768.36M Peer Group High
5 Years
% Rank: 55
-29.38B Peer Group Low
3.480B Peer Group High
YTD
% Rank: 51
-4.051B Peer Group Low
736.95M Peer Group High
10 Years
% Rank: 65
-48.67B Peer Group Low
4.064B 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
-6.61%
17.85%
15.73%
12.48%
-15.71%
12.91%
9.95%
14.46%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.98%
-8.00%
20.92%
17.52%
15.24%
-16.77%
14.65%
11.44%
15.86%
-6.59%
19.99%
10.94%
11.42%
-16.17%
14.87%
9.64%
12.73%
-7.28%
20.19%
15.23%
9.68%
-17.10%
15.89%
10.09%
14.00%
-6.22%
13.90%
4.31%
13.49%
-16.01%
14.28%
9.84%
14.49%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 3.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 38
Stock
Weighted Average PE Ratio 30.18
Weighted Average Price to Sales Ratio 7.165
Weighted Average Price to Book Ratio 7.756
Weighted Median ROE 36.95%
Weighted Median ROA 11.75%
ROI (TTM) 17.70%
Return on Investment (TTM) 17.70%
Earning Yield 0.0472
LT Debt / Shareholders Equity 0.9043
Number of Equity Holdings 0
Bond
Yield to Maturity (7-31-25) 5.12%
Effective Duration --
Average Coupon 5.40%
Calculated Average Quality 3.478
Effective Maturity 12.08
Nominal Maturity 13.20
Number of Bond Holdings 0
As of July 31, 2025

Growth Metrics

EPS Growth (1Y) 27.01%
EPS Growth (3Y) 15.24%
EPS Growth (5Y) 17.89%
Sales Growth (1Y) 14.54%
Sales Growth (3Y) 13.25%
Sales Growth (5Y) 13.76%
Sales per Share Growth (1Y) 44.34%
Sales per Share Growth (3Y) 12.85%
Operating Cash Flow - Growth Rate (3Y) 17.75%
As of July 31, 2025

Fund Details

Key Dates
Inception Date 2/13/2017
Last Annual Report Date 4/30/2025
Last Prospectus Date 9/1/2025
Share Classes
WGBFX C
WGBIX Inst
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of July 31, 2025.
Type % Net
Cash 7.59%
Stock 32.24%
Bond 37.72%
Convertible 0.00%
Preferred 0.12%
Other 22.34%
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Top 10 Holdings

Name % Weight Price % Change
Allspring Disciplined Large Cap Portfolio
17.31% -- --
Allspring Real Return Fund A 11.18% 11.03 0.00%
iShares Core S&P 500 ETF 10.18% 689.07 0.18%
Allspring Income Plus ETF 8.70% 25.37 -0.12%
Allspring Broad Market Core Bond ETF 6.75% 25.28 -0.20%
iShares Core MSCI EAFE ETF 5.69% 89.31 0.02%
Allspring Diversified Inc Bldr Fd R6 4.99% 6.39 0.16%
Allspring Core Plus ETF 4.83% 25.17 -0.06%
Allspring Disciplined International Developed Markets Portfolio
4.82% -- --
Allspring Govt Money Market Fund Svc 4.26% 1.00 0.00%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.19%
Administration Fee 386.9K%
Maximum Front Load 5.75%
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
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 a combination of capital appreciation and current income. Allocating at least 35% and up to 55% of its assets to stock funds, 25% and up to 45% of its assets to bond funds, at least 5% and up to 25% of its assets to inflation sensitive funds and up to 15% of its assets to alternative investment funds.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Balanced - US
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro --
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Balanced Funds
Fund Owner Firm Name Allspring
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 3.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 38
Stock
Weighted Average PE Ratio 30.18
Weighted Average Price to Sales Ratio 7.165
Weighted Average Price to Book Ratio 7.756
Weighted Median ROE 36.95%
Weighted Median ROA 11.75%
ROI (TTM) 17.70%
Return on Investment (TTM) 17.70%
Earning Yield 0.0472
LT Debt / Shareholders Equity 0.9043
Number of Equity Holdings 0
Bond
Yield to Maturity (7-31-25) 5.12%
Effective Duration --
Average Coupon 5.40%
Calculated Average Quality 3.478
Effective Maturity 12.08
Nominal Maturity 13.20
Number of Bond Holdings 0
As of July 31, 2025

Growth Metrics

EPS Growth (1Y) 27.01%
EPS Growth (3Y) 15.24%
EPS Growth (5Y) 17.89%
Sales Growth (1Y) 14.54%
Sales Growth (3Y) 13.25%
Sales Growth (5Y) 13.76%
Sales per Share Growth (1Y) 44.34%
Sales per Share Growth (3Y) 12.85%
Operating Cash Flow - Growth Rate (3Y) 17.75%
As of July 31, 2025

Fund Details

Key Dates
Inception Date 2/13/2017
Last Annual Report Date 4/30/2025
Last Prospectus Date 9/1/2025
Share Classes
WGBFX C
WGBIX Inst
Attributes
Index Fund --
Inverse Fund No
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:WGBAX", "name")
Broad Asset Class: =YCI("M:WGBAX", "broad_asset_class")
Broad Category: =YCI("M:WGBAX", "broad_category_group")
Prospectus Objective: =YCI("M:WGBAX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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