Emerging Growth Fund Quote
| WEMIX Fund | USD 11.50 0.79 6.43% |
PerformanceGood
| Odds Of DistressLow
|
Emerging Growth is trading at 11.50 as of the 23rd of July 2025; that is 6.43 percent down since the beginning of the trading day. The fund's open price was 12.29. Emerging Growth has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 3rd of August 2023 and ending today, the 23rd of July 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
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 | 30th of June 2025 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Emerging Growth Fund [WEMIX] is traded in USA and was established 23rd of July 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 1.55%, while the total return for the last 3 years was 8.55%.
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
| TDOC | Teladoc | Stock | Health Care | |
| IWO | iShares Russell 2000 | Etf | Small Growth | |
| CWST | Casella Waste Systems | Stock | Industrials | |
| KNSL | Kinsale Capital Group | Stock | Financials | |
| CDXS | Codexis | Stock | Health Care | |
| NOVT | Novanta | Stock | Information Technology | |
| AXGN | Axogen Inc | Stock | Health Care | |
| BOOT | Boot Barn Holdings | Stock | Consumer Discretionary |
Emerging Growth Risk Profiles
| Mean Deviation | 0.8179 | |||
| Semi Deviation | 0.7588 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 |
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.
| CEOs Directory Screen CEOs from public companies around the world | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |