Mutual Fund Insights: Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

In-depth Analysis of Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

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See Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) performance details as of February 28, 2010

  

Last Trade: $10.54 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Adrian Van Poppel

Fund Manager Tenure: 0.4 years   [Similar Funds: SFCCX ]
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 Ltd-Term T/F A Fund (SFCIX)

Data for Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) as of February 28, 2010

• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) has good mid-term performance (3-year return 3.84% vs 3.33 % Muni California Int/Sh category average)
• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) has good Long-term performance (5-year return 3.37% vs 3.30 % Muni California Int/Sh category average)
• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) ratio of up-years vs down years is greater than 2
• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.72, lower than category average of 5.03
• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) has a lower management fee than its Muni California Int/Sh average: 0.85% vs 0.86%

  

 What we are cautious about Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

Data for Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) as of February 28, 2010

• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) management has been with Wells Fargo Advantage CA Ltd-Term T/F A 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 Ltd-Term T/F A Fund (SFCIX) has a less-than-ideal short-term performance (1-year return 6.13% vs 7.83 % Muni California Int/Sh category average)
• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) has a Morningstar rating of 3 and below
• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) has an annual stock turnover rate of 64.00% that is higher than the Muni California Int/Sh average of 41.00%. This could mean Wells Fargo Advantage CA Ltd-Term T/F A is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) carries a 3% load

See Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) Net Asset

Track net asset change of Wells Fargo Advantage CA Ltd-Term T/F A fund (SFCIX)

Date	Net Asset
02/2010	$272.26M
01/2010	$101.97M
11/2009	$82.58M

More historic net asset information on Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

  

Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage CA Ltd-Term T/F A fund (SFCIX)

Date	Cash	Stock	Bond	Other
09/2009	5.81%	0%	94.19%	0%
06/2009	1.79%	0%	98.21%	0%
03/2009	7.76%	0%	92.24%	0%

Click here to see more historic asset allocation information on Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

Discover what Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX) manager is buying

30-Sep-09 Wfa Calif Tax Free Mm Trust Par 651 [4.44%] Golden St Tob Securitization C Ass 6.25% [2.03%] Northern Calif Transmission Re Rev Bd 7% [1.84%] Port Oakland Calif Rev Rev Bds 5.75% [1.54%] Torrance Calif Redev Agy Ref-Tax A 5.45% [1.38%] Puerto Rico Sales Tax Fing Cor Rev Bd 5% [1.3%] Puerto Rico Hsg Fin Auth 4.75% [1.25%] California St Pub Wks Brd Leas Leas 5.1% [1.22%] California Rural Hm Mtg Fin Mtg Bkd 4.2% [1.21%] Pomona Calif Pub Fing Auth 4.75% [1.17%]

30-Jun-09 Golden St Tob Securitization C Ass 6.25% [2.96%] Northern Calif Transmission Re Rev Bd 7% [2.71%] Port Oakland Calif Rev Rev Bds 5.75% [2.28%] Torrance Calif Redev Agy Ref-Tax A 5.45% [2.17%] PUERTO RICO SALES TAX FING COR REV BDS [1.87%] California Mun Fin Auth 5% [1.87%] Puerto Rico Hsg Fin Auth 4.75% [1.85%] Pomona Calif Pub Fing Auth 4.75% [1.72%] California Health Facs Fing Au Rev 4.45% [1.6%] Anaheim Calif Pub Fing Auth 5.25% [1.59%]

31-Mar-09 Golden St Tob Securitization C Ass 6.25% [3.77%] Northern Calif Transmission Re Rev Bd 7% [3.09%] Port Oakland Calif Rev Rev Bds 5.75% [2.63%] Torrance Calif Redev Agy Ref-Tax A 5.45% [2.49%] California Mun Fin Auth 5% [2.09%] Puerto Rico Hsg Fin Auth 4.75% [2.06%] California Rural Hm Mtg Fin Mtg Bkd 4.2% [1.9%] Anaheim Calif Pub Fing Auth 5.25% [1.81%] CALIFORNIA HEALTH FACS FING AU REV BDS [1.81%] Adelanto Calif Pub Util Auth [1.8%]

Click here for Stock Holding Change Map in Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

  

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See more information on Wells Fargo Advantage CA Ltd-Term T/F A Fund (SFCIX)

• Wells Fargo Advantage CA Ltd-Term T/F A Fund Insights
• Wells Fargo Advantage CA Ltd-Term T/F A Fund Performance Data
• Wells Fargo Advantage CA Ltd-Term T/F A Fund News
• Wells Fargo Advantage CA Ltd-Term T/F A Fund Score Explaination
• Wells Fargo Advantage CA Ltd-Term T/F A Fund Manager Information
• Historic Wells Fargo Advantage CA Ltd-Term T/F A Fund Asset Allocation Report
• Historic Wells Fargo Advantage CA Ltd-Term T/F A Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage CA Ltd-Term T/F A Fund Asset Under Management Tracking