WITIX : Wells Fargo Intermediate Tax/AMT-Free Fund - Class Inst

WITIX is a Bond Market Municipal Bond with LOW fees.

WITIX

Wells Fargo Intermediate Tax/AMT-Free Fund - Class Inst

FI Score

75 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

75% FI Score
  • witix
  • Mutual Fund
  • Bond
  • Municipal Bond

Wells Fargo Intermediate Tax/AMT-Free Fund - Class Inst

Expenses: 0.45% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks current income exempt from federal income tax. 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 (AMT). It invests up to 15% of the fund's total assets in below investment-grade municipal securities. While the fund may purchase securities of any maturity, under normal circumstances, the advisor expects the fund's dollar-weighted average effective maturity to be between 3 and 10 years.

Largest Holdings

Amount Holding
0.96% METROPOLITAN PIER & EXPOSITION AUTH ILL DEDICATED ST TAX REV 0%
0.69% NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5%
0.67% ILLINOIS ST TOLL HWY AUTH TOLL HIGHWAY REV 5%
0.67% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
0.65% MARYLAND ST 4%
0.65% ILLINOIS ST SALES TAX REV 5%
0.58% UNIV CALIF REGTS MED CTR POOLED REV 5.25%
0.56% TOHOPEKALIGA WTR AUTH FLA UTIL SYS REV 5%
0.52% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
0.51% MICHIGAN FIN AUTH REV 5%
0.49% METROPOLITAN TRANSN AUTH N Y REV 5%
0.49% TENNESSEE ENERGY ACQUISITION CORP GAS REV 4%
0.47% LOWER ALA GAS DIST GAS PROJ REV 4%
0.46% MASSACHUSETTS ST 5%
0.45% METROPOLITAN TRANSN AUTH N Y REV 5.25%
0.45% TENNESSEE ENERGY ACQUISITION CORP GAS REV 4%
0.43% SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HOSP REV 1.75%
0.42% CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.05%
0.42% MISSISSIPPI DEV BK SPL OBLIG 5%
0.42% MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%
0.41% CLAYTON N MEX JAIL PROJ REV 5%
0.40% REGIONAL TRANSN AUTH ILL 6.5%
0.40% ILLINOIS ST 5%
0.39% CYPRESS-FAIRBANKS TEX INDPT SCH DIST 2.12%
0.39% NEW JERSEY ECONOMIC DEV AUTH REV 5%

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