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Allspring California Ltd-Trm Tx-FrInst SFCNX

Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 9.94  /  +0.01 %
  • Total Assets 342.3 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni Single State Short
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 2.47%
  • Effective Duration 2.99 years

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:52 PM GMT+0

Morningstar’s Analysis SFCNX

Will SFCNX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings SFCNX

  • 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%

3.39 11.7 Mil
municipal

OAKLAND CALIF UNI SCH DIST ALAMEDA CNTY 5%

3.10 10.7 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5%

2.26 7.8 Mil
municipal

CALIFORNIA ST UNIV REV 0.55%

2.26 7.8 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 3.69%

1.86 6.4 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

1.84 6.3 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.83 6.3 Mil
municipal

CALIFORNIA ST 4%

1.79 6.2 Mil
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 3%

1.78 6.1 Mil
municipal

LOS ANGELES CALIF DEPT ARPTS REV 5%

1.77 6.1 Mil
municipal