About SCVNX
Allspring Small Company Value Fund – Institutional Class is a mutual fund focused on long-term capital appreciation by investing primarily in the equity securities of small-capitalization U.S. companies. The fund’s strategy centers on finding small public companies whose stock prices, according to the management team’s bottom-up fundamental research, do not fully reflect their intrinsic value. Utilizing a value investment philosophy, the fund targets firms that are overlooked, undervalued, or temporarily out of favor, with an emphasis on identifying three core drivers: value, quality partnership, and contrarian characteristics. Notably, the fund is structured as a feeder fund, investing substantially all its assets in a master portfolio that shares the same objective and strategies. The portfolio is diversified across various sectors, though it currently has significant holdings in financial services. With an annual turnover rate above 100%, the fund actively manages a broad array of holdings, maintaining a cost structure below the category average. By focusing on small-cap value equities, it plays a significant role in providing exposure to an underrepresented segment of the equity market for institutional investors seeking diversification and long-term growth potential.
Fund Family Allspring Global Investments
Category Small Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SCVNX
Share Class Institutional
Index Russell 2000 Value TR
SCVNX had a total return of 16.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.40%.
