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33.32
+0.17
+0.51%
14/02 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 208.79M
Wells Fargo Discovery R6
33.32
+0.17
+0.51%
- Overview
- Profile
- Historical Data
- Holdings
Allspring Smid Cap Growth Fund - Class R6 Overview
On this page you'll find an in-depth profile of Allspring Smid Cap Growth Fund - Class R6. Learn about the key management, total assets, investment strategy and contact information of WFDRX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small- and medium-capitalization companies; and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. The managers seek to identify companies that have the prospect for strong sales and earnings growth rates, that enjoy a competitive advantage and that the managers believe have effective management with a history of making investments that are in the best interests of shareholders.
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 Gruendyke | Senior Portfolio Manager | 2024 | Now |
| Biography | Robert (Bob) Gruendyke is a senior portfolio manager and co-head of the Dynamic Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he was a senior research analyst for the team, covering the financials and health care sectors. Before joining WFAM, Bob served as a senior research associate and, earlier, as a senior compliance advisor for Raymond James Financial. Prior to that, he was a financial consultant for A. G. Edwards and Sons. He began his investment industry career in 1999. Bob earned a bachelor’s degree in economics and history from Duke University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Christopher J. Warner | Portfolio Manager | 2012 | Now |
| Biography | Chris Warner is a senior portfolio manager for the Discovery Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Chris worked as an equity research associate following the enterprise software, systems management, and data storage industries for Citigroup in San Francisco. He has also worked as an equity analyst at Morningstar and PPM America, Inc. Chris’s related professional experience includes technology-consulting positions at Evolve Software and PricewaterhouseCoopers, LLP. He began his investment industry career in 2002. Chris earned a bachelor’s degree in business administration from the University of Illinois and a master’s degree in business administration with an emphasis in finance and corporate strategy from the Ross School of Business at the University of Michigan. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Michael T. Smith | Managing Director | 2011 | Now |
| Biography | Michael (Mike) Smith serves as a senior portfolio manager and head of the Discovery Growth Equity team at Allspring Global Investments. In this role, Mike has oversight and portfolio management responsibility for all growth equity portfolios managed by the team. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Mike joined WFAM in 2005 from Strong Capital Management, where he served as a senior research analyst focusing primarily on the healthcare sector. Prior to that, he served as a research analyst and trader at Conseco Capital Management. Mike began his investment industry career in 1999. He earned a bachelor's degree in economics from DePauw University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Thomas J. Pence | Managing Director, Senior Portfolio Manager | 2001 | 2016 |
| Biography | Tom Pence is a portfolio manager for the Fundamental Growth Equity team at Wells Capital Management. He joined WellsCap from Strong Capital Management where he served as lead portfolio manager. Prior to joining Strong in 2000, Tom served as senior vice president and chief equity investment officer of Conseco Capital Management. While at Conseco, he was responsible for managing all tax-exempt and taxable growth equity portfolios as well as various mutual funds within the Conseco Fund Group. Prior to joining Conseco in 1991, Tom worked for the Forum Group, where he oversaw several transactions as part of the firm’s development and acquisition team. Before joining the Forum Group he was a financial consultant with Peterson & Company in Chicago. Tom holds a bachelor’s degree in business from Indiana University and a master’s degree in business administration with honors from the University of Notre Dame. He is a former board member of the Reese Investment Fund for Indiana University and has served as a director of the Indianapolis Society of Financial Analysts. Tom has earned the right to use the CFA designation. | ||
| James M. Leach | Lead Portfolio Manager | 2003 | 2011 |
| Biography | James Leach, lead manager and portfolio manager, has been associated with Invesco and/or its affiliates since 2011. Most recently he was with Wells Capital Management for over a decade, where he established an investment track record for mid-capitalization and small- to mid-capitalization institutional separate accounts and mutual funds. Prior to Wells Capital Management, Mr. Leach was an equity analyst at Bankers Trust and Conseco Capital Management. He began his investment career in 1993 while, as a full-time graduate student, he worked part time as a research analyst in the fixed income group at Merrill Lynch Capital Markets. Before attending graduate school, he was a manufacturing engineer at Applied Magnetics Corporation. Mr. Leach earned a Bachelor of Science degree in mechanical engineering from the University of California and a Master of Business Administration degree from the Stern School of Business at New York University. He is a CFA charterholder. | ||
| Nicholas B. Truitt | co-Portfolio Manager | 2001 | 2003 |
| Biography | Truitt is a co-portfolio manager of Strong Capital Management, his employer since October 2000. Prior to joining the company, he was an equity analyst with Conseco Capital Management and T. Rowe Price. | ||
| Charles A. Paquelet | Portfolio Manager | 1996 | 2001 |
| Biography | Paquelet is a portfolio manager with Strong Capital Management, his employer since 1988. He began his investment career in 1987 as a financial analyst with B.F. Goodrich Company. Paquelet holds the Chartered Financial Analyst designation. | ||
| Richard S. Strong | - | 1987 | 2000 |
| Biography | Strong is a portfolio manager of the company. | ||
| William D. Corneliuson | Vice Chairman | 1987 | 1991 |
| Biography | Strong is a retired vice chairman of Strong/Corneliuson Capital management, his employer from 1975 to 1993. He is a former capital in the U.S. Marine Corps and a member of the Milwaukee Investment Analysts Society. Born in 1943 in Ishpeming, Michigan, Corneliuson spends his spare time reading, skiing, fishing, and hunting. | ||
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