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Allspring Diversified Income Builder Fund - Class C (EKSCX)

Фонды США

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6,03 -0,00 0,00%

17/05 - Закрыт. Цена в USD ( Предупреждение )

Вид: Фонд

Рынок: США

Эмитент: Wells Fargo Funds

Класс активов: Акции

Рейтинг Morningstar:
Итого: 48,73M

Обзор EKSCX

На этой странице представлен подробный профиль Allspring Diversified Income Builder Fund - Class C. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации EKSCX, а также получите ряд других сведений.

Категория

Allocation--30% to 50% Equity

Итого

48,73M

Расходы

1,60%

Дата начала

34001

Контактная информация

Адрес 1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States

Телефон 1-833-568-4255

Веб-сайт www.allspringglobal.com

Руководители

Название	Заголовок	Год	До
David Kowalske	-	2024	Сейчас
Биография	Mr. Kowalske joined Allspring Investments or one of its predecessor firms in 2024, where he currently serves as a Portfolio Manager for the Systematic Edge Multi-Asset Solutions team. Prior to joining Allspring Investments, Mr. Kowalske worked as an Investment Analyst at Fidelity Investments’ Global Asset Allocation Division.
Petros N. Bocray	Portfolio Manager	2021	Сейчас
Биография	Petros Bocray is a portfolio manager for the Systematic Edge team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, Petros worked with the Quantitative Strategies group at WFAM. Before that, he served as a portfolio manager for Wells Fargo's Wealth Management Group. He began his investment industry career in 2000. Petros earned a bachelor's degree in economics from the College of Charleston. He has earned the right to use the Chartered Financial Analyst® (CFA®) and FRM designations and is a member of CFA Institute and CFA Society Minnesota.
Kandarp R. Acharya	Senior Portfolio Manager	2018	Сейчас
Биография	Kandarp Acharya is a senior portfolio manager for the Systematic Edge team at Allspring Global Investments. In this role, he develops, implements, and manages multi-asset investment solutions for Allspring’s institutional clients. Kandarp joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, Kandarp served as director of the Advanced Analytics and Quantitative Research Group and sat on the Manager Selection Committee. Earlier, he served in various capacities at Strong Capital Management, including overlay portfolio management, risk management, and fixed income research. Kandarp earned a bachelor’s degree in electronics engineering from the Maharaja Sayajirao University in India, a master’s degree in electrical and computer engineering from Marquette University, and a master’s degree in business administration from the University of Chicago. Kandarp has earned the right to use the Chartered Financial Analyst® (CFA®) and FRM designations.
Margaret D. Patel	Senior Portfolio Manager	2007	2021
Биография	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.
Michael Lee	Director, Senior Portfolio Manager	2006	2007
Биография	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
Биография	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.
Gary Pzegeo	Managing Director	2006	2007
Биография	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.
Lisa Brown-Premo	Managing Director, Senior Portfolio Manager	2004	2007
Биография	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.
Peter Malcom Wilson	Managing Director	2004	2007
Биография	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	2004	2007
Биография	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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