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Allspring Index Asset Allocation Fund - Class A (SFAAX)
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26/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 975.84M
Wells Fargo Index Asset Allocation A
44.04
+0.15
+0.34%
- Overview
- Profile
- Historical Data
- Holdings
SFAAX Overview
On this page you'll find an in-depth profile of Allspring Index Asset Allocation Fund - Class A. Learn about the key management, total assets, investment strategy and contact information of SFAAX among other information.
Investment Strategy
The investment seeks long-term total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets in equity and fixed income securities designed to replicate the holdings and weightings of the securities comprising the S&P 500 Index and Bloomberg U.S. Treasury Index. It seeks to achieve its investment objective by allocating up to 75% of its assets in equity securities and up to 55% of its assets in fixed income securities.
Contact Information
Address
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
Phone
1-833-568-4255
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Kowalske | - | 2024 | Now |
| Biography | Mr. Kowalske joined Allspring Investments or one of its predecessor firms in 2024, where he currently serves as a Portfolio Manager for the Systematic Edge Multi-Asset Solutions team. Prior to joining Allspring Investments, Mr. Kowalske worked as an Investment Analyst at Fidelity Investments’ Global Asset Allocation Division. | ||
| John R. Campbell | Portfolio Manager | 2022 | Now |
| Biography | John Campbell is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, John served as a portfolio manager at Placemark Investments, covering quantitative research and product development. Earlier, he served as a premium service representative at Fidelity Investments. John began his investment industry career in 1994. He earned a bachelor’s degree in nuclear engineering from Texas A&M University and a master’s degree in business administration from Southern Methodist University. John has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| David Neal | Portfolio Manager | 2022 | Now |
| Biography | David Neal is a portfolio manager for the Systematic Edge - Equities team. David earned a bachelor's degree in finance from Wake Forest University and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Limin Xiao | Portfolio Manager | 2022 | Now |
| Biography | Limin Xiao is a portfolio manager for the Systematic Edge Fixed Income team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM) in 2019. Before WFAM, Limin worked as a quantitative researcher at MSCI Inc. Preceding this, she served as a researcher with Research Affiliates. She began her investment industry career in 2013. Limin earned a bachelor's degree in applied physics from the University of Science and Technology of China; a master's degree in financial engineering from the University of California, Los Angeles, Anderson School of Management; and a Ph.D. in astrophysics from Louisiana State University. Limin has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society San Francisco. | ||
| Robert M. Wicentowski | Senior Portfolio Manager | 2022 | Now |
| Biography | Robert Wicentowski is a senior portfolio manager for the Systematic Edge Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Robert was a portfolio research manager with the Equity Quantitative Portfolio Research team at WBI Investments. Earlier roles include serving as a senior global strategist for Wells Fargo Bank and as a director of portfolio analytics for the Risk, Performance, and Portfolio Analytics team. Robert began his investment industry career in 2005. He earned a bachelor’s degree in statistics and mathematics from Rutgers College and a master’s degree in finance from the Wharton School of the University of Pennsylvania. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society North Carolina. | ||
| Manjunath Boraiah | Senior Portfolio Manager | 2022 | Now |
| Biography | Manju Boraiah is a senior portfolio manager, head of Systematic Edge Fixed Income, and co-head of Custom SMA for the Systematic Edge team at Allspring Global Investments. Manju is responsible for overseeing all active factor-based and enhanced passive fixed income capabilities and solutions. In addition, he co-leads Allspring’s retail custom separately managed account (SMA) capabilities and is responsible for setting and driving the strategic vision for Allspring’s Custom SMA platform. Manju is also the chief architect of Remi, Allspring’s tech-enabled investment platform that delivers customized, tax-optimized SMAs at scale. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Manju served as managing director and head of systematic macro strategies at State Street Global Advisors. Before that, he was a founding partner and co-head of research and portfolio management at Incapture Investments and Technologies. Earlier, Manju served as a senior researcher and portfolio manager for the quantitative investment strategies team at Goldman Sachs Asset Management, where he managed systematic global tactical asset allocation strategies. Manju was also a founding member of BlackRock's emerging market team, focused on building and managing systematic strategies in emerging market rates, FX, and credit as part of the Fixed Income Global Alpha Hedge Fund. He has held a number of research positions at Stanford's Project-Based Learning Lab and Stanford-NASA National Biocomputation Center. Manju began his investment industry career in 2006. He earned a bachelor's degree in computer science from RV College of Engineering, India, and a master's degree in computational mathematics from Stanford University. | ||
| Nick Toporkov | Quantitative investment associate | 2022 | Now |
| Biography | Nick Toporkov is a portfolio manager for the Systematic Edge Fixed Income and Custom SMA team at Allspring Global Investments. Before joining Allspring, Nick was a quantitative investment associate at Virginia Retirement System (VRS). Prior to VRS, he worked as a data scientist at Afiniti. He has held multiple research positions at CREOL Nanophotonics Lab and VCU Microelectronic Materials & Device Laboratory. Nick began his investment industry career in 2019. He earned a bachelor’s degree in electrical engineering from the Kharkiv National University of Radio Electronics and a Ph.D. in electrical engineering from Virginia Commonwealth University. Nick has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Travis L. Keshemberg | Senior Portfolio Manager | 2022 | Now |
| Biography | Travis Keshemberg is a senior portfolio manager for the Systematic Edge Multi-Asset team at Allspring Global Investments. In this capacity, he researches, develops, manages, and implements multi-asset investment solutions for Allspring’s institutional clients. Travis joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Wells Fargo Funds Management, where he served as director of research, overlay portfolio manager, and equity investment analyst manager. Before that, Travis worked as an investment consultant for Northwestern Mutual Wealth Management Company and as director of research at Cleary Gull Inc. He began his investment industry career in 1994. Travis earned a bachelor’s degree in finance and a master’s degree in applied economics from Marquette University and a master’s degree in finance from the University of Wisconsin, Milwaukee. He has earned the right to use the Chartered Financial Analyst® (CFA®), CIPM, and FRM designations and is a member of CFA Society Milwaukee. | ||
| Petros N. Bocray | Portfolio Manager | 2016 | Now |
| Biography | Petros Bocray is a senior portfolio manager for the Systematic Edge team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, Petros worked with the Quantitative Strategies group at WFAM. Before that, he served as a portfolio manager for Wells Fargo’s Wealth Management Group. He began his investment industry career in 2000. Petros earned a bachelor’s degree in economics from the College of Charleston. He has earned the right to use the Chartered Financial Analyst® (CFA®) and FRM designations and is a member of CFA Institute and CFA Society Minnesota. | ||
| Kandarp Acharya | Portfolio Manager | 2013 | 2024 |
| Biography | Kandarp R Acharya is the Head of Portfolio Management and Deputy CIO of Aperio. He is based in the Sausalito office, reporting to Ran Leshem. He oversees the portfolio management, trade execution, and strategy implementation of all investment products and separately managed accounts at Aperio. In this role, he works closely with the process engineering and systems development teams to scale the firm’s investment systems and infrastructure. | ||
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