Allspring Special Mid Cap Value Fund - Class Inst (WFMIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
47.04
+1.07 (2.33%)
Apr 1, 2026, 8:07 AM EST
Fund Assets13.91B
Expense Ratio0.80%
Min. Investment$1,000,000
Turnover38.00%
Dividend (ttm)5.13
Dividend Yield11.15%
Dividend Growth34.25%
Payout FrequencySemi-Annual
Ex-Dividend DateDec 22, 2025
Previous Close45.97
YTD Return3.16%
1-Year Return11.68%
5-Year Return46.98%
52-Week Low41.81
52-Week High51.79
Beta (5Y)n/a
Holdings10
Inception DateApr 11, 2005

About WFMIX

The Allspring Special Mid Cap Value Fund Institutional Class is a mutual fund focused on investing primarily in the equity of medium-sized companies within the United States, specifically targeting those with market capitalizations categorized as mid-cap. Its primary objective is to achieve long-term capital appreciation through a disciplined, value-oriented investment strategy that emphasizes stocks with high reward-to-risk ratios. The fund places particular importance on selecting companies with durable asset bases, flexible balance sheets, and sustainable free cash flows, aiming to provide investors with exposure to growth potential while seeking to mitigate volatility associated with earnings cyclicality.

Fund Family Allspring Global Investments
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WFMIX
Share Class Institutional Class
Index Russell MidCap Value TR

Performance

WFMIX had a total return of 11.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.88%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
WFPRXClass R60.70%
WFMDXAdministrator Class1.05%
WFPAXClass A1.12%
WFPCXClass C1.87%

Top Holdings

28.40% of assets
NameSymbolWeight
Keysight Technologies, Inc.KEYS3.38%
American Electric Power Company, Inc.AEP3.18%
Labcorp Holdings Inc.LH3.17%
Allspring Funds Trust - Allspring Government Money Market FundWFFXX3.02%
Church & Dwight Co., Inc.CHD2.85%
FirstEnergy Corp.FE2.78%
Baker Hughes CompanyBKR2.68%
Republic Services, Inc.RSG2.56%
Qnity Electronics, Inc.Q2.52%
Fifth Third BancorpFITB2.28%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 22, 2025$0.50913Dec 23, 2025
Dec 15, 2025$4.61775Dec 16, 2025
Dec 20, 2024$0.63151Dec 23, 2024
Dec 12, 2024$3.18749Dec 13, 2024
Dec 15, 2023$0.58536Dec 18, 2023
Dec 11, 2023$1.94651Dec 12, 2023
Full Dividend History