The Allspring Special Large Cap Value Fund underperformed the Russell 1000 Value Index during the first quarter. We made modest portfolio shifts, increasing exposure to industrials and IT while ...

Expenses for Institutional shares: Total 0.83%; Net, Including Investment Related Expenses (dividend expense, interest expense, acquired fund fees and expenses and certain other fund expenses) 0.75%.

A small-cap value fund is a good choice for investors seeking diversification across sectors and companies, and focusing on gaining exposure to stocks trading at a discount. Investors with a high-risk ...

Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...

Over the last 12 months, mid-cap value funds have returned 10.05%. On an annualized rate, these funds have returned 6.13% over the last three years and 12.09% over the last five. That compares with ...

Mid-cap value stocks can be an opportunity to find names overlooked by the market, but the group can come with added risk. Morningstar analysts think these funds are among the best options for ...