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Allspring Large Cap Growth Fund Q4 2025 Commentary

Seeking Alpha
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⚡ Quantum Brief
The Allspring Large Cap Growth Fund underperformed the Russell 1000 Growth Index in Q4 2025, dragged down by weak IT and consumer discretionary holdings. U.S. equities extended gains for a third straight year in 2025, with growth stocks—particularly in IT and communication services—driving market returns. Industrials and select healthcare stocks were bright spots for the fund, offsetting losses from underperforming sectors. The commentary highlights persistent sector concentration, as growth-oriented stocks continued dominating market performance amid broader economic stability. Allspring attributed the fund’s lag to stock selection challenges, emphasizing the need for strategic adjustments in high-growth areas.
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Allspring Global Investments33 FollowersFollow5ShareSavePlay(17min)CommentsSummaryThe Allspring Large Cap Growth Fund underperformed the Russell 1000 Growth Index during the fourth quarter.Holdings within information technology and consumer discretionary detracted from returns.Security selection within industrials, along with select health care holdings, contributed positively to performance. narvo vexar/iStock via Getty Images Market review 2025 in review U.S. equities delivered a third consecutive year of positive returns in 2025, with gains once again concentrated in growth-oriented parts of the market. Stocks in the IT and communication services sectors remainedThis article was written byAllspring Global Investments33 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.

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