Allspring California Limited-Term Tax-Free Fund - Institutional Class SFCNX

Morningstar Medalist Rating
  • NAV / 1-Day Return$10.05  /  −0.10%
  • Fund Size$339.2M
  • Adjusted Expense Ratio0.500%
  • Net Expense Ratio0.500%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryMuni Single State Short
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield2.55%
  • Average Effective Duration2.70 yrs

Morningstar’s Analysis SFCNX

Will SFCNX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Allspring California Ltd-Trm Tx-FrInst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings SFCNX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 4%

3.4012M
municipal

TENDER OPT BD TR RCPTS / CTFS VAR STS 3.2%

3.1211M
municipal

LOS ANGELES CALIF DEPT WTR & PWR WTRWKS REV 5%

2.679M
municipal

CALIFORNIA ST 1.75%

2.328M
municipal

LOS ANGELES CALIF DEPT WTR & PWR REV 5%

2.127M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 2.73%

1.927M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

1.806M
municipal

MIZUHO FLOATER / RESIDUAL TR VAR STS 2.35%

1.746M
municipal

FEDERAL HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS RELATING TO MUN SECS 2.4

1.616M
municipal

UNIVERSITY CALIF REVS 3.1%

1.535M
municipal

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