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Allspring Diversified Income Builder Fund - Class Inst (EKSYX)

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5.88 +0.02    +0.34%
01/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 106.19M
Wells Fargo Diversified Income Bldr Inst 5.88 +0.02 +0.34%

EKSYX Overview

 
On this page you'll find an in-depth profile of Allspring Diversified Income Builder Fund - Class Inst. Learn about the key management, total assets, investment strategy and contact information of EKSYX among other information.
Category

Allocation--30% to 50% Equity

Total Assets

106.19M

Expenses

0.52%

Inception Date

35443

Contact Information

Address 1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Phone 1-833-568-4255

Top Executives

Name Title Since Until
Matthias Scheiber Head 2024 Now
Biography Matthias Scheiber is a senior portfolio manager and the head of Systematic Multi-Asset for the Systematic Edge team at Allspring Global Investments. In this role, he develops and manages outcome-oriented multi-asset investment solutions. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Matthias was a senior investor at Schroders and served as a member of the Global Asset Allocation Committee. Earlier, Matthias was a partner and fund manager at Aethra Asset Management. Before that, he served as a portfolio manager and strategist at ABN AMRO Asset Management. Matthias began his investment industry career in 2000 at Raiffeisen Bank in Vienna as an institutional portfolio manager. He earned a master’s degree in financial engineering and a Ph.D. in mathematical finance from the University of London, Birkbeck, and a master’s degree in corporate finance from the University of Applied Sciences Wiener Neustadt. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Eddie Cheng Portfolio Manager 2024 Now
Biography Eddie Cheng is the head of International Portfolio Management for the Systematic Edge Multi-Asset team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Eddie was a senior portfolio manager at Schroders. Before that, he was a portfolio manager at Schroders NewFinance Capital. Earlier, he served as a research analyst at the Institute of Information Science, Academia Sinica. Eddie is also a regular guest lecturer in the postgraduate program at Warwick Business School. He began his investment industry career in 2007. Eddie earned a bachelor’s degree in civil engineering and a master’s degree in transportation engineering from National Taiwan University and a master’s degree in financial economics from the University of Oxford. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation
David Kowalske - 2024 Now
Biography 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 Now
Biography Petros Bocray is a senior 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 Acharya Portfolio Manager 2018 2024
Biography Kandarp R Acharya is the Head of Portfolio Management and Deputy CIO of Aperio. He is based in the Sausalito office, reporting to Ran Leshem. He oversees the portfolio management, trade execution, and strategy implementation of all investment products and separately managed accounts at Aperio. In this role, he works closely with the process engineering and systems development teams to scale the firm’s investment systems and infrastructure.
Margaret D. Patel Senior Portfolio Manager 2007 2021
Biography Margie Patel is a senior portfolio manager and head of the 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.
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.
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.
Lisa Brown-Premo Managing Director, Senior Portfolio Manager 2004 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.
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