Wells Fargo Precious Metals Inst (EKWYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Wells Fargo Precious Metals Inst
San Francisco CA 94163
525 Market Street
Allspring Funds Trust
800-222-8222
Management information
Oleg A. Makhorine,Lead manager since 8 July 2012
Oleg Makhorine is a portfolio manager for the Special Global Equity and Precious Metals teams at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he served as a senior research analyst for the Berkeley Street International Equity team, having joined WFAM from the Evergreen merger. Before that, Oleg served as partner and portfolio manager with Sphynx Funds and as an international equities analyst with Mackenzie Investment Management. Earlier, he was a financial analyst and emerging markets analyst with L.E. Holdings. Oleg earned a bachelor’s degree in finance from the International Business Academy and a master’s degree in finance from Florida International University. He is a member of CFA Society Miami.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryEquity Precious Metals
Fund familyAllspring Global Investments
Net assets290.17M
YTD return2.78%
Yield0.00%
Morningstar rating★★★★
Inception date28 Feb 2000
Fund operations
Last dividend0.92
Last cap gain-42.00
Holdings turnover9.00%
Average for categoryN/A
Fees and expenses
ExpenseEKWYXCategory average
Annual report expense ratio (net)0.79%1.17%
Prospectus net expense ratio0.79%N/A
Prospectus gross expense ratio0.86%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.