- What does EKBAX invest in?
- This fund aims to generate substantial long-term total returns, achieved through a combination of capital growth and ongoing income streams. It generally allocates a significant portion, up to 90%, of its portfolio to stocks, selecting equity securities from companies of any market capitalization. Up to 30% of its total assets may be invested in corporate bonds that are rated below investment-grade, with such speculative-grade corporate debt forming the primary focus of its fixed income component. The fund also has the flexibility to allocate up to 25% of its assets to foreign equity and debt instruments. Strategically, the investment typically targets an allocation ranging from 70% to 90% in equities and 10% to 30% in debt securities.
- What is the expense ratio of EKBAX?
- Allspring Diversified Capital Builder Fund Class A (EKBAX) charges an expense ratio of 1.08%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is EKBAX?
- Allspring Diversified Capital Builder Fund Class A (EKBAX) manages $2.62B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is EKBAX actively managed or an index fund?
- EKBAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was EKBAX launched?
- Allspring Diversified Capital Builder Fund Class A (EKBAX) launched in January 1998 and is managed by the fund issuer.
- How has EKBAX performed?
- EKBAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
