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Allspring Intermediate Tax/AMT-Fr A WFTAX

Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 10.77  /  −0.09 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.85%
  • Effective Duration 4.37 years

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 12:25 AM GMT+0

Morningstar’s Analysis WFTAX

Will WFTAX outperform in future?

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

Allspring Intermediate Tax/ AMT-Fr A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

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Portfolio Holdings WFTAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

1.44 14.5 Mil
municipal

TOHOPEKALIGA WTR AUTH FLA UTIL SYS REV 5%

1.22 12.3 Mil
municipal

METROPOLITAN TRANSN AUTH N Y REV 5.25%

1.18 11.8 Mil
municipal

METROPOLITAN PIER & EXPOSITION AUTH ILL DEDICATED ST TAX REV 0%

0.99 10.0 Mil
municipal

BAY AREA TOLL AUTH CALIF TOLL BRDG REV 5.02%

0.98 9.9 Mil
municipal

CLAYTON N MEX JAIL PROJ REV 5%

0.93 9.4 Mil
municipal

METROPOLITAN PIER & EXPOSITION AUTH ILL DEDICATED ST TAX REV 0%

0.82 8.2 Mil
municipal

NEW YORK CONVENTION CTR DEV CORP N Y REV 5%

0.81 8.1 Mil
municipal

KING CNTY WASH PUB HOSP DIST NO 001 5%

0.71 7.2 Mil
municipal

SOUTH CAROLINA ST PUB SVCS AUTH REV 5.25%

0.71 7.1 Mil
municipal