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Morningstar

Allspring California Ltd-Trm Tx-Fr A SFCIX

Morningstar Analyst Rating
Quantitative rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 10.13  /  0.18 %
  • Total Assets 440.3 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Muni Single State Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.71%
  • Effective Duration 3.00 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis SFCIX

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

People Pillar

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

Summary

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Allspring California Ltd-Trm Tx-Fr A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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