WMBGX Mutual Fund

WMBGX Mutual Fund (Allspring Spectrum Conservative Growth Fund Class A) is managed by Allspring Global Investments with $174.5M in net assets. WMBGX expense ratio is 1.04%, holding 38 positions across sectors including Financials. Inception date: 2017-02-10.

WMBGX performance shows a YTD return of 4.87%. The 1-year return is 12.34% and the 5-year return is 4.12%. WMBGX dividend yield stands at 2.87%, paid quarterly.

WMBGX top holdings include Allspring Real Return Portfolio (13.4%), Allspring Disciplined Large Cap Portfolio (12.3%), Allspring Income Plus Etf (10.7%), Ishares Core U.s. Aggregate (8.7%), Allspring Broad Market Core Bond Etf (6.8%). Go to all WMBGX holdings, WMBGX sectors, or WMBGX dividends.

WMBGX can be compared against other funds. Use WMBGX overlap to find shared positions, or WMBGX vs another fund for a side-by-side view. WMBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.