About EIVIX
The Allspring Special Large Cap Value Fund - Institutional Class is a U.S. equity mutual fund focused on achieving long-term capital appreciation by investing primarily in large-capitalization companies. Its investment approach centers on identifying firms with durable asset bases, flexible balance sheets, and consistent free cash flow, aiming to mitigate volatility associated with cyclical earnings fluctuations. The fund employs a disciplined, value-driven selection process that evaluates both upside and downside potential, investing only when the prospective reward sufficiently compensates for the risk assumed.
With around 47 holdings, the portfolio is diversified across sectors such as financial services, industrials, healthcare, and technology, featuring notable companies like Alphabet Inc., Citigroup, Berkshire Hathaway, and Microsoft. The fund is designed for institutional investors, offering a cost advantage with a low expense ratio and an annual distribution schedule. Its strategy positions the fund as a competitive option within the large value category, emphasizing risk-adjusted returns and market resilience for investors seeking exposure to established U.S. companies with attractive valuations and growth prospects.
Fund Family Allspring Global Investments
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol EIVIX
Share Class Institutional Class
Index Russell 1000 Value TR
EIVIX had a total return of 18.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.86%.
