Allspring Special Mid Cap Value Fund Institutional Class (WFMIX)

Overview

The investment described is geared towards long-term capital appreciation, with a strategic focus on investing predominantly in equity securities of medium-capitalization companies. This investment approach targets companies that are generally defined within the market capitalization range of the Russell Midcap® Index at the time of purchase. Such a strategy is aimed at investors looking for growth through investments in companies that are potentially in their growth phase but offer more stability and less volatility than smaller capitalization companies.

Products and Services

The main product offered is an investment fund that focuses on medium-capitalization companies. This fund is designed with the objective of long-term capital appreciation, making it suitable for investors looking for growth opportunities in the medium-cap space. The following outlines the key characteristics of this product:

• Equity Securities Investment - The fund primarily allocates its investments towards equity securities, targeting those companies that fall within the medium-capitalization range. This approach allows for a diversified portfolio that leverages the growth potential of mid-cap companies.
• Minimal Asset Allocation - In adherence to its investment strategy, the fund maintains at least 80% of its net assets in the equity securities of medium-capitalization companies. This disciplined approach ensures that the fund stays true to its objective of capitalizing on the growth of mid-cap companies.
• Market Capitalization Focus - By limiting its investment to companies within the market capitalization range of the Russell Midcap® Index, the fund aims to balance risk and reward by selecting companies that have surpassed the volatility of small caps but have not yet reached the size where growth potential is more limited.