Allspring Common Stock Fund Q3 2025 Commentary
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Allspring Global Investments25 FollowersFollow5ShareSavePlay(8min)CommentsSummaryWe believe that the PMV of a company is much more stable than its associated public market stock price.The Allspring Common Stock Fund underperformed the Russell 2500 Index during the period.The primary driver of the underperformance was negative stock selection in information technology, industrials, and health care.Historically, such underperformance versus benchmarks has been followed by strong relative returns over the next 3, 6, and 12 months. ipopba/iStock via Getty Images Quarterly review The Allspring Common Stock Fund underperformed the Russell 2500 Index during the period. The primary driver of the underperformance was negative stock selection in information technology, industrials, and health care. Market reviewThis article was written byAllspring Global Investments25 FollowersFollowAllspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more. Allspring is reimagining investment management to be worth more—creating an investment, distribution, and operational experience that changes the game for clients. Note: This account is not managed or monitored by Allspring, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Allspring's official channels.Quick InsightsWhat were the main drivers of SCNSX's underperformance versus the Russell 2500?Negative stock selection in information technology, industrials, and health care sectors were the primary contributors to SCNSX's underperformance this quarter.How is the fund positioned regarding AI infrastructure and sector exposure?SCNSX maintained underweight exposure to AI-focused infrastructure names in industrials and technology, which proved a headwind as these areas outperformed.What is the fund's forward-looking investment approach in current market conditions?SCNSX relies on a private market value process to identify discounted opportunities, believing experienced, valuation-driven active managers are well positioned for evolving market dynamics.Recommended For You