Fund Evaluator:

Allspring Large Cap Core Inst Overview

Allspring Large Cap Core Inst (EGOIX) is an actively managed U.S. Equity Large Blend fund. Allspring Global Investments launched the fund in 2007.

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of large-capitalization companies and up to 10% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the S&P 500 Index at the time of purchase.

About Allspring Large Cap Core Inst (EGOIX)

There are 2 members of the management team with an average tenure of 9.07 years: John Campbell (2015), Vince Fioramonti (2019). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: S&P 500 (TR) (1970) index with a weighting of 100%. Allspring Large Cap Core Inst has 53 securities in its portfolio. The top 10 holdings constitute 34.1% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Allspring Large Cap Core Inst is part of the Equity global asset class and is within the U.S. Equity fund group. Allspring Large Cap Core Inst has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 97.6%. There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Allspring Large Cap Core Inst has 2.4% of the portfolio in cash.

Assets Under Management

The fund has $652 million in total assets, which is below the $6 billion average for the Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

EGOIX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Allspring Large Cap Core Inst expense ratio is above average compared to funds in the Large Blend category. Allspring Large Cap Core Inst has an expense ratio of 0.67%, which is 18% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Allspring Large Cap Core Inst has a portfolio turnover rate of 41%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 48% for the Large Blend category.

Recently, in the month of July 2026, Allspring Large Cap Core Inst returned 0.1%, which earned it a grade of C, as the Large Blend category had an average return of 0.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Allspring Large Cap Core Inst has a trailing yield of 0.31%, which is below the 0.56% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Allspring Large Cap Core Inst Grades

Year to date, the fund has returned 15.4%, 6.1 percentage points better than the category, which translates into a grade of A. The fund has returned 22.9% over the past year (grade of A), 21.3% over the past three years (grade of A) and 15.1% per year over the past five years (grade of A) and 15.3% per year over the past 10 years (grade of A).

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