Allspring Intermediate Tax/AMT-Fr C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Allspring Intermediate Tax/AMT-Free Fund - Class C WFTFX
- NAV / 1-Day Return $10.51 / +0.10 %
- Fund Size $855.0M
- Adjusted Expense Ratio 1.410%
- Net Expense Ratio 1.420%
- Fee Level: Distribution Below Average
- Share Class Type Level Load
- Morningstar Category Muni National Interm
- Fixed-Income Style Box (Funds) Medium/Moderate
- Minimum Initial Investment $1,000
- Investment Status Open
- TTM Yield 2.39%
- Average Effective Duration 5.20 yrs
Morningstar’s Analysis WFTFX
Will WFTFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |