Mutual Fund Insights: Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

In-depth Analysis of Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

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See Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) performance details as of February 28, 2010

  

Last Trade: $10.91 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Adrian Van Poppel

Fund Manager Tenure: 0.4 years   [Similar Funds: SCTAX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Van Adrian Van Poppel joined Wells Capital Management in 1997 and was responsible for trading cash positions of repurchase agreements and sweep for all mutual funds. Adrian Van Poppel has been with the firm and its parent company since Adrian Van Poppel began his investment career in 1996. Van Adrian Van Poppel is a member of the California Society of Municipal Analysts and the Municipal Bond Club of San Francisco.  Get more insights on Adrian Van Poppel

  

 What we like about Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

Data for Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) as of February 28, 2010

• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) has good short-term performance (1-year return 9.70% vs 12.42 % Muni California Long category average)
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) has good mid-term performance (3-year return 2.09% vs 1.83 % Muni California Long category average)
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) ratio of up-years vs down years is greater than 2
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.16, lower than category average of 8.44

  

 What we are cautious about Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

Data for Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) as of February 28, 2010

• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) management has been with Wells Fargo Advantage CA Tax-Free C Fund for only 0.4 years, it is hard to judge manager's ability based on this fund's operation record
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) has a less-than-ideal Long-term performance (5-year return 2.83% vs 2.92 % Muni California Long category average)
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) has a Morningstar rating of 3 and below
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) has an annual stock turnover rate of 44.00% that is higher than the Muni California Long average of 32.82%. This could mean Wells Fargo Advantage CA Tax-Free C is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) has a higher management fee of 1.55% than its Muni California Long average of 1.04%
• Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) carries a 1% load

See Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) Net Asset

Track net asset change of Wells Fargo Advantage CA Tax-Free C fund (SCTCX)

Date	Net Asset
02/2010	$540.86M
01/2010	$32.74M
11/2009	$33.21M

More historic net asset information on Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

  

Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage CA Tax-Free C fund (SCTCX)

Date	Cash	Stock	Bond	Other
09/2009	0.41%	0%	99.59%	0%
06/2009	0.18%	0%	99.82%	0%
03/2009	3.77%	0%	96.23%	0%

Click here to see more historic asset allocation information on Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

Discover what Wells Fargo Advantage CA Tax-Free C Fund (SCTCX) manager is buying

30-Sep-09 Port Oakland Calif Rev Rev Bds 5.75% [1.82%] California St Go Bds 5.75% [1.71%] SAN JOSE CALIF REDEV AGY TAX A TAX ALLOC [1.69%] Wfa Calif Tax Free Mm Trust Par 651 [1.47%] California Hsg Fin Agy Rev Hm Mtg 4.55% [1.33%] Palm Springs Calif Ctfs Partn [1.31%] Anaheim Calif Pub Fing Auth [1.29%] California Hsg Fin Agy Rev Hm Mort 4.65% [1.23%] CALIFORNIA HEALTH FACS FING AU REV BDS [1.22%] California St Vet G.O. 5.35% [1.21%]

30-Jun-09 PORT OAKLAND CALIF REV REV BDS [1.92%] California St Go Bds 5.75% [1.68%] SAN JOSE CALIF REDEV AGY TAX A TAX ALLOC [1.62%] Golden St Tob Securitization C Toba 4.5% [1.5%] California Hsg Fin Agy Rev Hm Mtg 4.55% [1.35%] CALIFORNIA HEALTH FACS FING AU REV BDS [1.32%] Palm Springs Calif Ctfs Partn [1.27%] California Hsg Fin Agy Rev Hm Mort 4.65% [1.23%] California St Vet G.O. 5.35% [1.23%] Anaheim Calif Pub Fing Auth [1.17%]

31-Mar-09 California St Vet G.O. 5.35% [2.72%] CALIFORNIA ST GO BDS [2.55%] Port Oakland Calif Rev Rev Bds 5.75% [1.93%] Santa Clara Cnty Calif Fing Au Ins 5.75% [1.49%] California Hsg Fin Agy Rev Hm Mtg 4.55% [1.33%] California Health Facs Fing Au Rev 6.25% [1.31%] Palm Springs Calif Ctfs Partn [1.29%] San Jose Calif Redev Agy Tax A Tax Al 5% [1.23%] California Hsg Fin Agy Rev Hm Mort 4.65% [1.21%] Anaheim Calif Pub Fing Auth [1.09%]

Click here for Stock Holding Change Map in Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

  

Related books and products to Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

  

Latest News on Wells Fargo Advantage CA Tax-Free C (SCTCX)

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See more information on Wells Fargo Advantage CA Tax-Free C Fund (SCTCX)

• Wells Fargo Advantage CA Tax-Free C Fund Insights
• Wells Fargo Advantage CA Tax-Free C Fund Performance Data
• Wells Fargo Advantage CA Tax-Free C Fund News
• Wells Fargo Advantage CA Tax-Free C Fund Score Explaination
• Wells Fargo Advantage CA Tax-Free C Fund Manager Information
• Historic Wells Fargo Advantage CA Tax-Free C Fund Asset Allocation Report
• Historic Wells Fargo Advantage CA Tax-Free C Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage CA Tax-Free C Fund Asset Under Management Tracking