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Allspring Growth Balanced Fund - Class A (0P00002VWB)

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Wells Fargo Growth Balanced Fund - Class A historical data, for real-time data please try another search
46.820 +0.090    +0.19%
23/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 62.49M
Wells Fargo Growth Balanced Fund - Class A 46.820 +0.090 +0.19%

0P00002VWB Overview

 
On this page you'll find an in-depth profile of Allspring Growth Balanced Fund - Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00002VWB among other information.
Category

Allocation--50% to 70% Equity

Total Assets

62.49M

Expenses

1.03%

Inception Date

Oct 14, 1998

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
Travis L. Keshemberg Senior Portfolio Manager 2022 2024
Biography Travis Keshemberg is a senior portfolio manager for the Systematic Edge Multi-Asset team at Allspring Global Investments. In this capacity, he researches, develops, manages, and implements multi-asset investment solutions for Allspring's institutional clients. Travis joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Wells Fargo Funds Management, where he served as director of research, overlay portfolio manager, and equity investment analyst manager. Before that, Travis worked as an investment consultant for Northwestern Mutual Wealth Management Company and as director of research at Cleary Gull Inc. He began his investment industry career in 1994. Travis earned a bachelor's degree in finance and a master's degree in applied economics from Marquette University and a master's degree in finance from the University of Wisconsin, Milwaukee. He has earned the right to use the Chartered Financial Analyst® (CFA®), CIPM, and FRM designations and is a member of CFA Society Milwaukee.
Petros N. Bocray Portfolio Manager 2016 2024
Biography 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 2013 2024
Biography 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.
Christian L. Chan CIO (Chief Investment Officer) 2013 2022
Biography Mr. Chan is a Senior Vice President and serves as Chief Investment Officer of AssetMark. Prior to becoming AssetMark’s CIO in 2022, Mr. Chan was a Managing Director and Head of US Portfolio Management for Allspring Global Investment’s Multi-Asset Solutions team, where he managed several multi-asset mutual funds and institutional accounts from 2021 to 2022. Previously, he was Head of Investments for Wells Fargo Funds Management Group from 2002 to 2021. Mr. Chan joined Wells Capital Management in 2013, where he served as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Chan was a Portfolio Manager at Wells Fargo Funds Management, LLC, where he managed several of the firm's asset allocation mutual funds and also served as the firm's Head of Investments. Chan has served as a member of Wells Fargo Funds Management's asset allocation team and investment team since 2002. Previously, he served as a director in the Investments Department at mPower Advisors, LLC from 1999 to 2001. Chan holds the Chartered Financial Analyst designation.
Aldo Ceccarelli Portfolio Manager 2014 2017
Biography Aldo Ceccarelli, CFA, is a Portfolio Manager. Joined Wells Fargo Funds Management LLC in 2002, where he currently serves as a Portfolio Manager, member of the firm’s asset allocation team and head of the Investment Team at Funds Management.
Erik J. Sens Portfolio Manager 2013 2017
Biography Mr. Sens joined Wells Fargo Funds Management, LLC in 2007, where he currently serves as a Portfolio Manager, and as a member of the firm's asset allocation team and investment team.
Thomas C. Biwer Senior Investment Analyst 2005 2017
Biography Mr. Biwer has served as investment manager and portfolio strategist for Wells Fargo Funds Management, LLC since 1999. Mr. Biwer holds the Chartered Financial Analyst designation.
Andrew Owen Senior Managing Principal, Co-President 2005 2014
Biography Andrew is a senior managing principal and co-president of Galliard. He is responsible for day-to-day management of the firm as well as oversight of the middle and back office functions and major initiatives across these areas. Andrew also serves as president of Wells Fargo Funds and is the primary contact for the independent Wells Fargo Funds Board of Trustees.
Petros N. Bocray Portfolio Manager 2009 2013
Biography 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.
Doug Beath Portfolio Manager 2006 2013
Biography Mr. Beath is jointly responsible for managing the Growth Balanced Fund and Moderate Balanced Fund, both of which he has managed since 2006. Mr. Beath joined Wells Capital Management in July 2006 as a portfolio manager with the Quantitative Asset Management Team. From 2005 to 2006, Mr. Beath was a senior vice president for SMH Research where he represented several independent investment research firms. Prior to that, from 2000 to 2005, Mr. Beath was senior vice president of research with H.C. Wainwright Economics where he provided consultation services to investment management firms and plan sponsors on macroeconomic issues and asset allocation. Education: B.A., Liberal Arts, University of Michigan; M.B.A., Fordham University.
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