Specialized Technology Fund Quote
| WFSTX Fund | USD 10.64 0.56 5.00% |
PerformanceVery Weak
| Odds Of DistressLow
|
Specialized Technology is trading at 10.64 as of the 4th of April 2025; that is 5% down since the beginning of the trading day. The fund's open price was 11.2. Specialized Technology has about a 23 % 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 4th of January 2025 and ending today, the 4th of April 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the funds net assets in equity securities up to 25 percent of the funds total assets in equity securities of foreign issuers, including up to 15 percent of the funds total assets in equity securities of emerging markets issuers, directly or through ADRs and similar investments. More on Specialized Technology Fund
Moving together with SPECIALIZED Mutual Fund
| 0.65 | VEEA | Veea Inc Symbol Change | PairCorr |
Moving against SPECIALIZED Mutual Fund
SPECIALIZED Mutual Fund Highlights
| Thematic Idea | Tech Funds (View all Themes) |
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Technology Funds, Tech Funds, Technology, Allspring Global Investments, Large Growth, Technology (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 6th of September 2022 |
| Fiscal Year End | March |
Specialized Technology Fund [WFSTX] is traded in USA and was established 4th of April 2025. Specialized Technology is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Technology category and is part of Allspring Global Investments family. The entity is thematically classified as Tech Funds. This fund at this time has accumulated 428.45 M in net assets with no minimum investment requirementsSpecialized Technology is currently producing year-to-date (YTD) return of 0.26%, while the total return for the last 3 years was 1.38%.
Check Specialized Technology 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 SPECIALIZED 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 SPECIALIZED 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 Specialized Technology 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 Specialized Technology Fund Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| TEAM | Atlassian Corp Plc | Stock | Information Technology | |
| AVGO | Broadcom | Stock | Information Technology | |
| HUBS | HubSpot | Stock | Information Technology | |
| OKTA | Okta Inc | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Specialized Technology Risk Profiles
| Mean Deviation | 0.9979 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.79 | |||
| Risk Adjusted Performance | (0.11) |
Specialized Technology Against Markets
Other Information on Investing in SPECIALIZED Mutual Fund
Specialized Technology financial ratios help investors to determine whether SPECIALIZED 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 SPECIALIZED with respect to the benefits of owning Specialized Technology security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |