Wells Fargo Advantage Intermediate Tax/AMT-Free Fund Investor Class (SIMBX)

11.66
Net Asset Value
0.00%
1 Day
0.00%
Year-to-Date
Overall Morningstar Rating
Muni national interm
Style or Category
No Load
Sales Expenses
0.84%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks current income exempt from federal income tax. The fund invests at least 80% of the fund's net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax (AMT). It invests up to 15% of the fund's total assets in below investment-grade municipal securities. While the fund may purchase securities of any maturity, under normal circumstances, it expects the fund's dollar-weighted average effective maturity to be between 3 and 10 years.

Performance

1 month+0.35% 3 years+3.36%
3 months-0.59% 5 years+4.63%
1 year+4.16% Since inception+5.02%
Data through --

Peer Comparisonvs. Muni national interm

 SIMBXCategory
Performance 5-yr return+4.63%+4.22%
Expense ratio0.84%0.83%
Risk 5 year sharpe ratio1.411.13
Net assets$2.4B$1.7B
Average market cap--$37.2B
Average P/E--59.4
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyWells Fargo Advantage
Fund manager & tenureLyle Fitterer / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

Fixed income100.71%
Cash1.63%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.41%
-- 1.37%
-- 1.32%
-- 1.10%
-- 1.08%
-- 1.03%
-- 1.02%
-- 0.90%
-- 0.88%
-- 0.86%

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