Allspring Diversified Capital Builder Fund Class A (EKBAX) Research

This fund aims to generate substantial long-term total returns, achieved through a combination of capital growth and ongoing income streams. It generally allocates a significant portion, up to 90%, of its portfolio to stocks, selecting equity securities from companies of any market capitalization. Up to 30% of its total assets may be invested in corporate bonds that are rated below investment-grade, with such speculative-grade corporate debt forming the primary focus of its fixed income component. The fund also has the flexibility to allocate up to 25% of its assets to foreign equity and debt instruments. Strategically, the investment typically targets an allocation ranging from 70% to 90% in equities and 10% to 30% in debt securities.

Market snapshot

Symbol
EKBAX
Price
$20.68
Day change
+1.77%
Market cap
$2.5B
52-week range
14.1-20.73
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX)
  • BNY Mellon Institutional S&P 500 Stock Index Fund Class I (DSPIX)
  • BlackRock ESG Capital Allocation Trust (ECAT)
  • Allspring Diversified Capital Builder Fund Administrator Class (EKBDX)
  • Goldman Sachs Mid Cap Value Fund Class A (GCMAX)
  • Hennessy Focus Fund Investor Class (HFCSX)
  • T. Rowe Price U.S. Equity Research Fund I Class (PCCOX)
  • Sprott Gold Equity Investor (SGDLX)

Open Allspring Diversified Capital Builder Fund Class A (EKBAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.