Equity

Allspring SMArt Large Growth 1000 SMA

Russell 1000® Growth Index
Benchmark name
6/1/2022
Inception date
Systematic Core Equity Team
Team
$14.1M
Strategy assets
Data as of 9/30/2026
SMArt Large Growth 1000
SMA overview

Unlocking better outcomes for clients

The SMArt Large Growth 1000 SMA aims to provide well-diversified growth large-capitalization U.S. equity exposure while balancing tracking error and tax efficiency and allowing for client customization.

The SMA seeks ax-efficient, customizable core growth equity exposure.

Key differentiators

  • Delivers portfolios in line with clients' customization requirements, with embedded risk management, tax management, and transition analysis capabilities
  • Provides ongoing tax, risk, and cash management
  • Applies rigorous risk management, featuring limits to tracking error, active security weights, and active sector and industry weights

General facts

Weighted average market cap

$2,315.37B

(as of 9/30/2026)

Dividend yield

0.49%

(as of 9/30/2026)

Quick resources

Fact Sheet

Performance

Average annual returns

Average annual returns

(as of 9/30/2026)
6/1/2022
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Pure Gross)
2.08
5.82
8.76
9.28
26.22
-
-
20.76
Composite (Net)
1.82
5.01
6.30
6.00
22.43
-
-
17.16
Russell 1000® Growth Index
2.16
0.92
6.30
7.50
24.26
-
-
19.64

One-month, three-month and year-to-date returns are not annualized.

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

The gross performance data is a "pure" gross of fees return and does not reflect the deduction of any management fees or transaction costs. The net return is calculated based on the gross returns reduced by a typical 3% maximum annual wrap fee that could be charged to an account.

Please keep in mind that high double-digit returns were primarily achieved during favorable market conditions. You should not expect that such favorable returns can be consistently achieved. A fund's performance, especially for short time periods, should not be the sole factor in making your investment decision.

Calendar year

Calendar year

(as of 12/31/2025)
2025
2024
2023
Composite
18.27
37.14
42.04
Benchmark
18.56
33.36
42.68

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Performance and volatility metrics

Performance and volatility metrics

(as of 9/30/2026)
3 Year
Alpha 246.13
Beta 0.97
Information Ratio 0.59
R2 0.96
Sharpe Ratio 1.36
Standard Deviation 1,597.77
Tracking Error 332.71
Correlation 0.98

Composition

Top 10 holdings

Top 10 holdings

(as of 9/30/2026)
Security
SMA
NVIDIA Corporation
15.65%
Apple Inc.
7.73%
Alphabet Inc. Class A
7.60%
Microsoft Corporation
5.59%
Broadcom Inc.
4.81%
Meta Platforms Inc Class A
3.85%
Micron Technology, Inc.
3.57%
Alphabet Inc. Class C
3.05%
Tesla, Inc.
2.98%
Advanced Micro Devices, Inc.
2.91%
Top 10 represents 57.76% of market value

Largest company weights are based on market value of the representative account and not necessarily held in all client portfolios. The information shown is not intended to be, nor should it be construed to be, a recommendation to buy or sell an individual security. A list of all holdings from the prior one-year period is available upon request.

Sector allocation

Sector allocation

(as of 9/30/2026)
Type
SMA
Benchmark
Cash & equivalents
 0.65% -
Communication services
 16.22% 16.53%
Consumer discretionary
 6.92% 7.19%
Consumer staples
 1.11% 1.16%
Energy
 0.46% 0.51%
Financials
 4.70% 4.52%
Health care
 5.40% 5.43%
Industrials
 7.03% 7.38%
Information technology
 56.85% 56.42%
Materials
 0.26% 0.25%
Real estate
 0.18% 0.37%
Utilities
 0.22% 0.24%

Sector weighting is based on a representative account within the Allspring Global Investments composite and may have changed since the date specified. Percent total may not add to 100% due to rounding.

Create custom proposals

Choose how to receive a free transition proposal

1.

Find your fit with tailored SMA strategies

Select the strategy that fits a portfolio’s objectives. Access Allspring SMArt strategies with tax-advantaged and customizable features, personally delivered through the Remi platform.

2.

Let Remi provide you with a custom client proposal

Log in now or request portal access for Remi to input client-specific preferences and choose from broad customization options—to generate a tailored investment proposal.

3.

Contact your dedicated SMA specialist

Meet the Allspring team designed to empower financial advisors and their clients to invest for smart outcomes and refine the optimal customization options for each portfolio.

Documents

Literature Date
Fact Sheet 9/30/2026 Download
Our team

Meet the investment team

The team believes company returns are predictable based on quantitative factors. They seek to systematically harvest these factors to generate alpha for their clients.

View Team
John

John Campbell

Head of Systematic Core Equity
Katherine

Katherine Gabriana

Portfolio Manager
Contact us

We look forward to helping you with your investment needs

 

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Stock values fluctuate in response to the activities of individual companies and general market and economic conditions. Securities that exhibit growth or value characteristics tend to perform differently and shift into and out of favor with investors depending on changes in market and economic sentiment and conditions. Changes in the value of a small number of issuers are likely to have a larger impact on a portfolio's net asset value than if the strategy held a greater number of issuers.

Allspring Managed Account Services (the firm) is a unit within Allspring Global Investments and is responsible for the management and administration of the Allspring Funds Management, LLC, retail separately managed account portfolios (wrap portfolios). Allspring Funds Management acts as a discretionary manager for separately managed accounts ("SMA") and as a non-discretionary model provider in a variety of managed account or wrap fee programs (“MA Programs”) sponsored by third party investment advisers, broker-dealers, or other financial services firms (a “Sponsor”). When acting as non-discretionary model provider, Allspring Funds Management responsibility is limited to providing non-discretionary investment recommendations (in the form of model portfolios) to the Sponsor. The Sponsor may use these recommendations in connection with its management of MA Program accounts. In these “model-based” programs, the Sponsor serves as the investment manager and maintains trade implementation responsibility.