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Allspring Spectrum Conservative Growth Fund Class C (WMBFX)

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10.28 -0.01    -0.10%
14/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.5M
Wells Fargo WealthBuilder Mod Bal WB 10.28 -0.01 -0.10%

WMBFX Overview

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

Allocation--30% to 50% Equity

Total Assets

18.5M

Expenses

1.49%

Inception Date

38260

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
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 2022 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.
Travis L. Keshemberg Senior Portfolio Manager 2018 Now
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.
Kandarp Acharya Portfolio Manager 2013 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.
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.
Petros N. Bocray Portfolio Manager 2016 2018
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.
Petros N. Bocray Portfolio Manager 2009 2013
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.
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.
Jeffrey P. Mellas Managing Director 2004 2013
Biography Mellas is managing director of quantitative asset management and portfolio manager for Wells Capital Management, his employer since 2003. Prior to joining Wells Capital Management, he was with Alliance Capital Management since 1995, as vice president and global portfolio strategist. He was also the primary spokesperson for Alliance’s domestic and international equity and fixed income strategies. Prior to joining Alliance, he was an associate group manager at Prudential Insurance.
Galen G. Blomster Vice President, Director 2004 2010
Biography Blomster is vice president and director of research with Wells Capital Management, sub-advisor to Wells Fargo Funds. He is known for developing the Yield Curve Model, which has been featured in leading financial publications. Previously, he was a vice president, director of research and portfolio manager with Norwest Investment Management. Blomster holds the Chartered Financial Analyst designation.
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