Fund Evaluator:
Allspring Disciplined US Core C (EVSTX)
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Best Performing in Large Blend Over the Last Year
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Fund Details
Allspring Disciplined US Core C Overview
Allspring Disciplined US Core C (EVSTX) is an actively managed U.S. Equity Large Blend fund. Allspring Global Investments launched the fund in 1999.
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of U.S. large-capitalization companies. It invests principally in equity securities of large-capitalization companies, which the managers define as companies with market capitalizations within the range of the S&P 500 Index at the time of purchase.
About Allspring Disciplined US Core C (EVSTX)
There are 2 members of the management team with an average tenure of 8.11 years: Justin Carr (2017), Robert Wicentowski (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 Disciplined US Core C has 193 securities in its portfolio. The top 10 holdings constitute 36.7% 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 Disciplined US Core C is part of the Equity global asset class and is within the U.S. Equity fund group. Allspring Disciplined US Core C has 0.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 96.9%. There is 0.8% 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 Disciplined US Core C has 2.4% of the portfolio in cash.
Assets Under Management
The fund has $22 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.
EVSTX 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 Disciplined US Core C expense ratio is high compared to funds in the Large Blend category. Allspring Disciplined US Core C has an expense ratio of 1.58%, which is 95% higher than its category average, making the fund expense ratio grade a F. 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 Disciplined US Core C has a portfolio turnover rate of 31%, 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 Disciplined US Core C returned -0.6%, which earned it a grade of F, 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 Disciplined US Core C has a trailing yield of 0.00%, 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 Disciplined US Core C Grades
Year to date, the fund has returned 10.1%, 0.8 percentage points better than the category, which translates into a grade of B. The fund has returned 19.8% over the past year (grade of B), 19.8% over the past three years (grade of A) and 13.1% per year over the past five years (grade of A) and 13.8% per year over the past 10 years (grade of C).
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EVSTX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| EVSTX Return (NAV) | -0.6% | 4.3% | 19.8% | 19.8% | 13.1% | 13.8% |
| EVSTX Grade | F | C | B | A | A | C |
| +/- Category | -1.1% | 0.2% | 2.3% | 2.5% | 2.0% | 0.1% |
| Large Blend Avg | 0.4% | 4.1% | 17.5% | 17.3% | 11.1% | 13.7% |
| EVSTX Tax Cost Ratio | na | na | 1.4% | 1.7% | 2.1% | 1.6% |
EVSTX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| EVSTX Return (NAV) | 10.1% | 17.8% | 28.3% | 24.9% | -18.7% | 29.4% | 15.2% | 27.6% | -9.0% | 19.5% | 10.8% |
| EVSTX Grade | B | B | A | C | D | A | D | D | F | D | C |
| +/- Category | 0.8% | 1.9% | 6.2% | 1.2% | -1.4% | 2.9% | -2.3% | -2.2% | -3.2% | -1.8% | 0.6% |
| Large Blend Avg | 9.3% | 15.8% | 22.1% | 23.7% | -17.3% | 26.5% | 17.5% | 29.8% | -5.9% | 21.3% | 10.2% |
| Risk Measures | |
| Standard Deviation: | 13.0% |
| Total Risk Index: | 1.06 - Above Average |
| Category Risk Index: | 0.98 - Below Average |
| Category Risk Grade: | B (32% Rank) |
| Beta: | 0.98 |
| R-Squared: | 99% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $2102 Mil |
| Fund Total Assets: | $ 23 Mil |
| Share Class Type: | C |
| Portfolio Turnover: | 31% |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 9.1 years | |||
| Average Tenure: 8.1 years | |||
| Managers (Year): Carr Justin (2017), Wicentowski Robert (2019) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 193 |
| % in Top 10 Holdings: | 36.7% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 0.8% |
Portfolio Allocation |
|
| Domestic Stock: | 96.9% |
| Foreign Stock: | 0.8% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 2.4% |
Purchase Information
| Fund Family: | Allspring Global Investments |
| Phone Number: | 800-222-8222 |
| Website: | www.allspringglobal.com |
| Status: | Open |
| Inception Date: | June 30, 1999 |
| Min. Initial Purchase: | $1,000 |
| Min. Initial IRA Purchase: | $ 250 |
| True No-Load: | No |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 1.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.75% |
Expenses and Fees | |
| Expense Ratio (%): | 1.58% ( Rating : High ) |
| Category Average Expense Ratio (%): | 0.81% |
| Share Class: | Allspring Disciplined US Core A |
| Min. Subsequent Purchase: | $ 100 |
| Min. Subsequent IRA Purchase: | $ 100 |
