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Wells Fargo Short-Term Municipal Bd Inst WSBIX

Analyst rating as of
NAV / 1-Day Return
9.93  /  0.00 %
Total Assets
2.6 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Average
Longest Manager Tenure
2.57 years
Category
Muni National Short
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.38%
Effective Duration
1.85 years
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Morningstar’s Analysis

Will WSBIX outperform in future?

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

Significant leadership departures are still settling.

Summary

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Wells Fargo Short-Term Municipal Bond’s team is sizable and experienced, but the approach employs myriad levers, which challenges repeatability in the hands of a recently reshuffled management group. The strategy’s cheaper share classes earn a Morningstar Analyst Rating of Neutral, while its priciest share class is rated Negative.

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