Allspring Special Mid Cap Value Fund - Class Inst

Frequently Asked Questions About WFMIX

What does WFMIX invest in?

The fund's main goal is to generate significant capital growth over an extended period. It primarily allocates a substantial portion—a minimum of 80% of its overall assets—to stocks issued by companies of moderate market value. The management team defines these "mid-capitalization" companies as those whose market valuations align with the parameters of the Russell Midcap® Index at the moment of investment.

What is the expense ratio of WFMIX?

Allspring Special Mid Cap Value Fund - Class Inst (WFMIX) charges an expense ratio of 0.80%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WFMIX?

Allspring Special Mid Cap Value Fund - Class Inst (WFMIX) is one share class of a fund that manages $12.59B across all of its share classes (WFMDX, WFPRX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WFMIX actively managed or an index fund?

WFMIX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WFMIX's is 0.80%) in exchange for the discretion to over- or under-weight positions.

When was WFMIX launched?

Allspring Special Mid Cap Value Fund - Class Inst (WFMIX) launched in April 2005 and is managed by Allspring.

How has WFMIX performed?

WFMIX'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.