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Morningstar

Allspring Intermediate Tax/AMT-Fr Adm WFITX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 10.84  /  +0.01 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 2.89%
  • Effective Duration 4.30 years

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:25 AM GMT+0

Morningstar’s Analysis WFITX

Will WFITX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WFITX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WFITX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WFITX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Allspring Intermediate Tax/ AMT-Fr Adm's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WFITX

More WFITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

1.44 14.7 Mil
municipal

TOHOPEKALIGA WTR AUTH FLA UTIL SYS REV 5%

1.21 12.3 Mil
municipal

METROPOLITAN TRANSN AUTH N Y REV 5.25%

1.16 11.9 Mil
municipal

METROPOLITAN PIER & EXPOSITION AUTH ILL DEDICATED ST TAX REV 0%

1.00 10.2 Mil
municipal

BAY AREA TOLL AUTH CALIF TOLL BRDG REV 4.7%

0.97 9.9 Mil
municipal

CLAYTON N MEX JAIL PROJ REV 5%

0.92 9.4 Mil
municipal

METROPOLITAN PIER & EXPOSITION AUTH ILL DEDICATED ST TAX REV 0%

0.82 8.4 Mil
municipal

NEW YORK CONVENTION CTR DEV CORP N Y REV 5%

0.80 8.1 Mil
municipal

SOUTH CAROLINA ST PUB SVCS AUTH REV 5.25%

0.71 7.3 Mil
municipal

KING CNTY WASH PUB HOSP DIST NO 001 5%

0.71 7.2 Mil
municipal