Emerging Growth Fund Quote
| WEMIX Fund | USD 12.76 0.17 1.35% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Emerging Growth is trading at 12.76 as of the 31st of January 2025; that is 1.35 percent up since the beginning of the trading day. The fund's open price was 12.59. Emerging Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests at least 80 percent of its total assets in equity securities of small-capitalization companies, and up to 25 percent of its total assets in equity securities of foreign issuers through ADRs and similar investments. It is a feeder fund that invests substantially all of its assets in the Emerging Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.. More on Emerging Growth Fund
Moving together with Emerging Mutual Fund
Moving against Emerging Mutual Fund
Emerging Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Small Growth Funds, Small Growth, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Emerging Growth Fund [WEMIX] is traded in USA and was established 31st of January 2025. Emerging Growth is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Allspring Global Investments family. This fund at this time has accumulated 311.92 M in net assets with minimum initial investment of 1000 K. Emerging Growth is currently producing year-to-date (YTD) return of 5.97%, while the total return for the last 3 years was 1.42%.
Check Emerging Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Emerging Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Emerging Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Emerging Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Emerging Growth Fund Mutual Fund Constituents
| INGN | Inogen Inc | Stock | Health Care | |
| LAD | Lithia Motors | Stock | Consumer Discretionary | |
| MTZ | MasTec Inc | Stock | Industrials | |
| MRCY | Mercury Systems | Stock | Industrials | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care | |
| HUBS | HubSpot | Stock | Information Technology | |
| MKTX | MarketAxess Holdings | Stock | Financials | |
| HQY | HealthEquity | Stock | Health Care |
Emerging Growth Risk Profiles
| Mean Deviation | 1.14 | |||
| Semi Deviation | 1.68 | |||
| Standard Deviation | 1.54 | |||
| Variance | 2.38 |
Emerging Growth Against Markets
Other Information on Investing in Emerging Mutual Fund
Emerging Growth financial ratios help investors to determine whether Emerging Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Emerging with respect to the benefits of owning Emerging Growth security.
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