Source: TCW Portfolio Analytics, Factset. Based on a managed account model portfolio. Portfolio characteristics and securities are subject to change at any time. It should not be assumed that an ...
The Allspring Special Large Cap Value Fund underperformed the Russell 1000 Value Index during the first quarter. We made modest portfolio shifts, increasing exposure to industrials and IT while ...
Over the last 12 months, mid-cap value funds have returned 10.05%. On an annualized rate, these funds have returned 6.13% over the last three years and 12.09% over the last five. That compares with ...