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Morningstar

Allspring Wisconsin Tax-Free C WWTCX

Morningstar Medalist Rating
Medalist Rating as of | See Allspring Investment Hub
  • NAV / 1-Day Return 9.93  /  0.02 %
  • Total Assets 133.6 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.75%
  • Effective Duration 6.23 years

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis WWTCX

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

People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Allspring Wisconsin Tax-Free C to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WWTCX

More WWTCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 158
  • Other Holdings 3
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WISCONSIN ST 4.89%

2.92
3,990,868
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

2.84
3,886,313
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 5%

2.55
3,483,499
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 5%

2.27
3,108,914
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 3.95%

2.19
3,000,000
municipal

WISCONSIN HSG & ECONOMIC DEV AUTH MULTIFAMILY HSG 4.85%

2.11
2,888,237
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 5.5%

1.93
2,644,302
municipal

SOUTHEAST WIS PROFESSIONAL BASEBALL PK DIST SALES TAX REV 5.5%

1.85
2,536,901
municipal

APPLETON WIS REDEV AUTH REDEV REV 5.6%

1.83
2,500,000
municipal

WISCONSIN HSG & ECONOMIC DEV AUTH HSG REV 0.61%

1.79
2,443,853
municipal