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Morningstar

Allspring California Ltd-Trm Tx-Fr C SFCCX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 10.04  /  +0.01 %
  • Total Assets 338.0 Mil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Muni Single State Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.47%
  • Effective Duration 2.97 years

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

Morningstar’s Analysis SFCCX

Will SFCCX 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 SFCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFCCX 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 SFCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Allspring California Ltd-Trm Tx-Fr C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFCCX

More SFCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 4%

3.44 11.7 Mil
municipal

OAKLAND CALIF UNI SCH DIST ALAMEDA CNTY 5%

3.12 10.6 Mil
municipal

CALIFORNIA ST UNIV REV 0.55%

2.28 7.8 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5%

2.28 7.8 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 3.9%

1.89 6.4 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.86 6.3 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

1.86 6.3 Mil
municipal

CALIFORNIA ST 4%

1.80 6.1 Mil
municipal

LOS ANGELES CALIF DEPT ARPTS REV 5%

1.79 6.1 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.5%

1.62 5.5 Mil
municipal