Allspring Index Asset Allocation Fund Class A (SFAAX) Research

The fund's main objective is to deliver robust overall returns over the long term, derived from both asset appreciation and consistent income generation. At least 80% of its net capital is strategically deployed into a blend of equity and fixed income instruments. These investments are meticulously selected to mirror the composition and weighting of securities found within the S&P 500 Index and the Bloomberg U.S. Treasury Index. To accomplish its financial goals, the fund is permitted to allocate a maximum of 75% of its assets to stocks and up to 55% to bonds.

Market snapshot

Symbol
SFAAX
Price
$40.31
Day change
+0.78%
Market cap
$1.2B
52-week range
36.34-42.96
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baird Mid Cap Growth Fund - Institutional Class (BMDIX)
  • Baird Mid Cap Growth Fund - Investor Class (BMDSX)
  • Boston Trust Walden Small Cap Fund (BOSOX)
  • Lazard US Equity Concentrated Portfolio (LEVIX)
  • Lazard US Equity Concentrated Portfolio Open Shares (LEVOX)
  • Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
  • SEI Institutional Managed Trust Large Cap Index Fund Class F (SLGFX)
  • Salient MLP & Energy Infrastructure Fund, Class A (SMAPX)

Open Allspring Index Asset Allocation Fund Class A (SFAAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.