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Allspring Diversified Capital Builder Fund - Class Inst (EKBYX)
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12.96
+0.01
+0.08%
- Morningstar Rating:
- Total Assets: 543.27M
Wells Fargo Diversified Cap Bldr Inst
12.96
+0.01
+0.08%
- Overview
- Profile
- Historical Data
- Holdings
Allspring Diversified Capital Builder Fund - Class Inst Overview
On this page you'll find an in-depth profile of Allspring Diversified Capital Builder Fund - Class Inst. Learn about the key management, total assets, investment strategy and contact information of EKBYX among other information.
Investment Strategy
The investment seeks long-term total return, consisting of capital appreciation and current income. The fund normally invests up to 90% of its total assets in equity securities. It selects equity securities of companies of any size. The fund invests up to 30% of its total assets in corporate debt securities that are below investment-grade. For the debt portfolio, it invests principally in below investment-grade debt securities of corporate issuers. The fund may invest up to 25% of its total assets in foreign equity and debt securities. The target allocation range of its investments are 70% to 90% in equity securities and 10% to 30% in debt 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 |
|---|---|---|---|
| Robert C. Junkin | Portfolio Manager | 2019 | Now |
| Biography | Rob Junkin is a senior research analyst. Prior to this, he was with Evergreen Investments since 2007. Prior to joining the Berkeley Street Capital Allocation Team in 2012, he was a lead portfolio manager for the Small-Mid Cap Growth team and a portfolio manager for healthcare sector strategies. Previously, Rob served as a vice president and portfolio manager with MFC Global Investment Management and as a vice president and portfolio manager with Pioneer Investments. He also spent several years as a senior research analyst with ABN Amro and Mabon Securities and has direct industry experience with biotechnology firm Elan Pharma where he served as a finance manager. Rob began his investment industry career in 1988 at Price Waterhouse. He earned a bachelor's degree in economics from the University of Pennsylvania and a master's degree in accounting from Northeastern University. In addition to his degrees, Rob earned a certified public accountant license from the State of New York. | ||
| Margaret D. Patel | Senior Portfolio Manager | 2007 | Now |
| Biography | Margie Patel is a managing director and senior portfolio manager for the Berkeley Street Capital Allocation team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Previously, she served as a senior vice president and portfolio manager with Pioneer Investments and as a vice president with Third Avenue Funds and Northstar Investment Management. For her extensive knowledge and expertise in the investment world, Margie has been quoted regularly in publications such as The Wall Street Journal, Barron's, Money, and Bloomberg BusinessWeek. She is also a frequent guest on CNBC-TV, Bloomberg Business News, and FOX Business television as well as Bloomberg Radio. She earned a bachelor’s degree in economics from the University of Pittsburgh. She is a member of CFA Society New York. | ||
| Lisa Brown-Premo | Managing Director, Senior Portfolio Manager | 2006 | 2007 |
| Biography | Premo is a managing director and senior portfolio manager with Tattersall Advisory Group, Inc. She has been with the company since 1986. Prior to that, she served as Managing Director of Mortgage-Backed Securities Retail and Proprietary Trading for Wachovia Capital Markets Corporation. | ||
| Bob Rowe | Senior Analyst | 2006 | 2007 |
| Biography | Rowe is a portfolio manager with Evergreen Investment Management, his employer since April 2001. From August 1998 until joining the firm, he was a senior analyst within the structured products area in the customized fixed income group of Evergreen Institutional Asset Management. Prior, starting in May 1996, he was an assistant vice president at the Bank of Boston. | ||
| Christopher Y. Kauffman | Senior Portfolio Manager | 2006 | 2007 |
| Biography | Christopher Kauffman is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Christopher joined WFAM from Tattersall Advisory Group, where he served in a similar role. Before that, he was an investment officer for NISA Investment Advisors, where he was responsible for MBS analysis, risk assessment, and trading. He began his investment industry career in 1997. Christopher earned a bachelor’s degree in finance and economics and a master’s degree in business administration with an emphasis in finance from Washington University in St. Louis. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Institute. | ||
| Gary Pzegeo | Managing Director | 2006 | 2007 |
| Biography | Gary Pzegeo, CFA, Managing Director, is a co-manager of CIBC Private Wealth Advisors, Inc. Mr. Pzegeo has been associated with the firm and/or its affiliates since 2007. Prior to 2007, he served as senior portfolio specialist and senior portfolio manager of high yield bonds at Evergreen Investments. Previously, he was a vice president, portfolio manager and head of taxable bonds at Gannet, Welsh & Kotler. He also served as managing director and portfolio manager with Evergreen Investments from 1990-2001. From 1990 through 1997, Pzegeo served as a fixed income analyst and trader with EIMC, becoming a portfolio manager in 1997. Mr. Pzegeo has been in the financial services industry for more than 29 years. And he has earned the designation of chartered financial analyst. | ||
| Michael Lee | Director, Senior Portfolio Manager | 2006 | 2007 |
| Biography | Michael Lee is a portfolio manager and head of trading for the Global Fixed Income team at Allspring Global Investments. His responsibilities include the day-to-day management and implementation of portfolio strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments. Prior to that, Michael worked at Northern Trust Co. He has held investment positions at JPMorganChase and National Westminster Bank. Michael began his investment industry career in 1982. He is a member of the U.K. Society of Investment Professionals. | ||
| Alex Perrin | Portfolio Manager | 2006 | 2007 |
| Biography | Alex Perrin is a portfolio manager for the Global Fixed Income team at Allspring Global Investments. His responsibilities include developing investment strategies, macro portfolio allocation, portfolio positioning, and risk management. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Alex began his investment industry career in 1992. He earned a bachelor’s degree in mathematics and computer science from Hull University. Alex is a member of the Society of Technical Analysts and an Associate Member of the U.K. Society of Investment Professionals. | ||
| Peter Malcom Wilson | Managing Director | 2006 | 2007 |
| Biography | Peter Wilson is a senior portfolio manager for the Global Fixed Income team at Allspring Global Investments. His responsibilities include macro portfolio allocation, portfolio positioning, and risk management. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Peter was at Evergreen Investments, where he served in a similar role. Peter has held several other roles, including serving as treasurer and portfolio manager for Axe-Houghton, vice president for Bankers Trust in London and New York, and portfolio manager for Merchant Bankers Kleinwort Benson Ltd. Earlier, he was at international stockbrokers James Capel & Co. Peter began his investment industry career in 1978. He was educated in Canada, Hong Kong, and England. | ||
| Anthony Norris | CIO, Senior Portfolio Manager, Managing Director | 2006 | 2007 |
| Biography | Tony Norris is senior portfolio manager and co-head of global fixed income for the Wells Fargo Asset Management (WFAM) Global Fixed Income team. Tony is one of five senior members of the investment team that forms the Senior Strategy Team. His responsibilities include developing investment strategies, macro-portfolio allocation, portfolio positioning, and risk management. He joined WFAM from Evergreen Investments, where he served in a similar role since 1990. Previously, he spent several years in banking, with particular emphasis on foreign exchange. Tony served in senior executive positions at Reserve Asset Managers and Gillett Brothers Fund Management. He began his investment industry career in 1966 at Wallace Brothers Bank. He is a member of the Society of Technical Analysts and is an associate of the International Federation of Technical Analysts. | ||
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