About EKGAX
Allspring Special Global Small Cap Fund Class A is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of small-cap companies across developed and select emerging markets. The fund maintains a diversified portfolio, typically holding equities from at least three different countries, with flexibility to allocate a significant proportion of assets within individual countries or regions as opportunities arise. The investment strategy prioritizes companies with durable operating histories, strong free cash flows, and robust balance sheets, often favoring firms that possess competitive advantages and the ability to weather economic cycles. Sector allocations tend to emphasize industries such as basic materials, industrials, technology, financial services, consumer cyclicals, and healthcare. As part of the global small/mid-cap stock category, the fund seeks to capitalize on the growth potential and innovation found within smaller companies, providing investors with exposure to an important segment of the equity market that can complement broader portfolios. Established in 1988, the fund underscores disciplined risk management and aims to deliver attractive risk-adjusted returns over time while navigating the volatility frequently associated with smaller capitalization equities.
Fund Family Allspring Global Investments
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol EKGAX
Share Class Class A
Index MSCI World Small Cap NR USD
EKGAX had a total return of 13.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.86%.
