SFCIX : Wells Fargo California Limited-Term Tax-Free Fund - Class A

SFCIX is a Bond Market Municipal Bond with HIGH fees.

SFCIX

Wells Fargo California Limited-Term Tax-Free Fund - Class A

FI Score

43 /100

Expense Ratio Rating

4 /10

Expense Rating

2 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

43% FI Score
  • sfcix
  • Mutual Fund
  • Bond
  • Municipal Bond

Wells Fargo California Limited-Term Tax-Free Fund - Class A

Expenses: 0.80% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income exempt from federal income tax and California individual income tax, consistent with capital preservation. The fund invests at least 80% of the fund's net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax, and California individual income tax. It invests up to 20% of the fund's net assets in securities whose interest is subject to federal income tax, including federal AMT. The fund invests up to 10% of the fund's total assets in below investment-grade municipal securities; and up to 10% of the fund's total assets in inverse floaters.

Largest Holdings

Amount Holding
2.41% CALIFORNIA ST 5%
2.23% UNIVERSITY CALIF REVS 5%
2.05% CALIFORNIA ST 5%
2.03% SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN WASTEWATER REV 2.12%
2.01% CALIFORNIA MUN FIN AUTH MULTIFAMILY HSG REV 2.19%
2.00% CALIFORNIA MUN FIN AUTH HSG REV 1.5%
1.97% ILLINOIS ST 5%
1.97% MOUNT SAN ANTONIO CALIF CMNTY COLLEGE DIST 0%
1.92% INGLEWOOD CALIF UNI SCH DIST SCH FACS FING AUTH 5.25%
1.89% CALIFORNIA ST 5%
1.44% CALIFORNIA ST 5%
1.38% LOS ANGELES CALIF UNI SCH DIST 5%
1.37% LOS ANGELES CALIF DEPT ARPTS REV 5%
1.26% SANTA CLARA CNTY CALIF FING AUTH LEASE REV 4%
1.25% FEDERAL HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS RELATING TO MUN SECS 2.4
1.20% SOUTHERN CALIF PUB PWR AUTH PWR PROJ REV 2.25%
1.20% PORT PORT ARTHUR TEX NAV DIST ENVIRONMENTAL FACS REV 1.5%
1.12% LOS ANGELES CALIF DEPT ARPTS REV 5%
1.00% NEW YORK TRANSN DEV CORP SPL FAC REV 5%
1.00% CALIFORNIA HSG FIN AGY MUN CTFS 4%
0.96% LOS ANGELES CALIF DEPT ARPTS REV 5%
0.83% VALLEJO CITY CALIF UNI SCH DIST 5.9%
0.82% CALIFORNIA ST 5%
0.82% CALIFORNIA HEALTH FACS FING AUTH REV 5.25%
0.81% SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%

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