Mutual Fund Insights: Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

In-depth Analysis of Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

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See Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) performance details as of February 28, 2010

  

Last Trade: $10.84 on 3/19/2010, Change: +0.01 (0.09%)

  

Fund Manager - Lyle J. Fitterer

Fund Manager Tenure: 1.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Fitterer works as managing director in Wells Capital Management which he joined in 2005. Previously he served with SCM since 1989.  Get more insights on Lyle J. Fitterer

  

 What we like about Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

Data for Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) as of February 28, 2010

• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has good mid-term performance (3-year return 4.19% vs 4.00 % Muni National Interm category average)
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has good Long-term performance (5-year return 4.18% vs 3.70 % Muni National Interm category average)
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) ratio of up-years vs down years is greater than 2
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has a Morningstar rating of 4 and above
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has a lower management fee than its Muni National Interm average: 0.75% vs 0.90%
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

Data for Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) as of February 28, 2010

• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) management has been with Wells Fargo Advantage Interm T/AmtF Inv Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has a less-than-ideal short-term performance (1-year return 11.97% vs 9.19 % Muni National Interm category average)
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has an annual stock turnover rate of 92.00% that is higher than the Muni National Interm average of 42.33%. This could mean Wells Fargo Advantage Interm T/AmtF Inv is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.78 that is higher than category average of 5.39

See Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) Net Asset

Track net asset change of Wells Fargo Advantage Interm T/AmtF Inv fund (SIMBX)

Date	Net Asset
02/2010	$808.69M
01/2010	$475.83M
11/2009	$458.89M

More historic net asset information on Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

  

Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Interm T/AmtF Inv fund (SIMBX)

Date	Cash	Stock	Bond	Other
09/2009	1.41%	0%	98.59%	0%
06/2009	1.34%	0%	98.66%	0%
03/2009	1.06%	0%	98.94%	0%

Click here to see more historic asset allocation information on Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

Discover what Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) manager is buying

30-Sep-09 Wfa Natl Tax Free Trust Par 657 [4.18%] Puerto Rico Sales Tax Fing Cor Rev Bd 5% [1.57%] Los Angeles Calif Hbr Dept Rev Ref 5.25% [1.33%] California St Dept Wtr Res Pwr Rev Bd 5% [1.17%] Texas Mun Gas Acquisition & Su Rev Bds [1.1%] Gateway Pub Fac Corp Tex Multi Rev 4.55% [1.1%] Los Angeles Calif Wastewtr Sys Wstwtr 5% [1.07%] Elizabethton Tenn Health & Edl Hosp F 7% [1.05%] Burlington Kans Environmental Imp 5.25% [1%] Will Cnty Ill Cmnty Unit Sch D Go Cabs [0.95%]

30-Jun-09 PUERTO RICO SALES TAX FING COR REV BDS [1.88%] Gateway Pub Fac Corp Tex Multi Rev 4.55% [1.32%] Elizabethton Tenn Health & Edl Hosp F 7% [1.28%] Burlington Kans Environmental Imp 5.25% [1.16%] Indiana Fin Auth 5% [1.15%] Arlington Tex Spl Obl Spl Tax B 5% [1.12%] Will Cnty Ill Cmnty Unit Sch D Go Cabs [1.05%] Alhambra Calif Ctfs Partn Ctfs Of 6.75% [1.03%] San Diego Calif Uni Sch Dist 5.5% [1.01%] Minneapolis & St Paul Minn Met Sub Re 5% [0.98%]

31-Mar-09 Badger Tob Asset Securitizatio As 6.125% [2.39%] GATEWAY PUB FAC CORP TEX MULTI REV BDS [1.42%] Elizabethton Tenn Health & Edl Hosp F 7% [1.39%] Burlington Kans Environmental Imp 5.25% [1.25%] Arlington Tex Spl Obl Spl Tax B 5% [1.21%] INDIANA FIN AUTH HEALTH SYS RE REF REV B [1.21%] Minneapolis & St Paul Minn Met Sub Re 5% [1.12%] Will Cnty Ill Cmnty Unit Sch D Go Cabs [1.12%] Alhambra Calif Ctfs Partn Ctfs Of 6.75% [1.11%] San Diego Calif Uni Sch Dist 5.5% [1.06%]

Click here for Stock Holding Change Map in Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

  

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See more information on Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

• Wells Fargo Advantage Interm T/AmtF Inv Fund Insights
• Wells Fargo Advantage Interm T/AmtF Inv Fund Performance Data
• Wells Fargo Advantage Interm T/AmtF Inv Fund News
• Wells Fargo Advantage Interm T/AmtF Inv Fund Score Explaination
• Wells Fargo Advantage Interm T/AmtF Inv Fund Manager Information
• Historic Wells Fargo Advantage Interm T/AmtF Inv Fund Asset Allocation Report
• Historic Wells Fargo Advantage Interm T/AmtF Inv Fund Top 10 Holding Tracking
• Historic Wells Fargo Advantage Interm T/AmtF Inv Fund Asset Under Management Tracking