About ESPNX
The Allspring Special Small Cap Value Fund - Institutional Class is a U.S. equity mutual fund focused on long-term capital appreciation through investments in small-capitalization companies. The fund employs a disciplined, value-oriented investment strategy, specifically targeting companies with robust asset bases, flexible balance sheets, and strong, sustainable free cash flows. This approach aims to mitigate volatility from cyclical market swings and focuses on securities offering attractive reward-to-risk profiles.
Primarily holding a diversified portfolio of small-cap stocks—typically those in the lower decile of U.S. market capitalization—the fund emphasizes businesses across various sectors, including financial services, industrials, materials, consumer defensive, and consumer cyclical. By seeking investments with below-average risk and significant potential for capital appreciation, the fund seeks to deliver consistent, risk-adjusted returns. It is widely regarded in the market for its institutional-class features, including a higher minimum investment and a competitive fee structure appropriate for large-scale investors. The fund plays a significant role for investors and institutions looking to access the growth and value potential of smaller U.S. companies while maintaining a focus on careful risk management and long-term performance.
Fund Family Allspring Global Investments
Category Small Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ESPNX
Share Class Institutional Class
Index Russell 2000 Value TR
ESPNX had a total return of 11.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.41%.
