Morningstar

Allspring Intermediate Tax/AMT-Free Fund - Class R6 WFRTX

Morningstar Medalist Rating
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Medalist Rating as of See Allspring Investment Hub
  • NAV / 1-Day Return $10.52  /  +0.10 %
  • Fund Size $855.0M
  • Adjusted Expense Ratio 0.300%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Muni National Interm
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.57%
  • Average Effective Duration 5.20 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis WFRTX

Will WFRTX outperform in the 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 WFRTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Allspring Intermediate Tax/AMT-Free R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WFRTX

More WFRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

1.55 13M
municipal

COMMONWEALTH FING AUTH PA TOB MASTER SETTLEMENT PMT REV 4%

1.23 10M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

1.01 9M
municipal

DALLAS FORT WORTH TEX INTL ARPT REV 4%

0.84 7M
municipal

KING CNTY WASH PUB HOSP DIST NO 001 5%

0.83 7M
municipal

KING CNTY WASH PUB HOSP DIST NO 001 5%

0.78 7M
municipal

COLLEGE IOWA CMNTY SCH DIST LINN JOHNSON & BENTON CNTYS 4%

0.78 7M
municipal

SOUTH CAROLINA ST PUB SVC AUTH REV 5.25%

0.78 7M
municipal

PUBLIC AUTH FOR COLO ENERGY NAT GAS PUR REV 6.5%

0.77 7M
municipal

CLARK CNTY NEV SCH DIST 4%

0.71 6M
municipal

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