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Wells Fargo Advantage Interm T/AmtF Inv (SIMBX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Interm T/AmtF Inv (SIMBX) Fund

    Last Trade: $11.44 on 4/17/2014, Change: 0.00 (0%)

 

Graph of Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) ManagerFund Manager - Lyle Fitterer

Fund Manager Information

Fund Manager Tenure: 12.7 years
Fund Family: Wells Fargo Advantage
Fund Category: Muni National Interm
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) ProfileWells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) Profile

Fund Profile and Description

Wells Fargo Advantage Interm T/AmtF Inv Fund seeks current income exempt from federal income tax. Wells Fargo Advantage Interm T/AmtF Inv Fund invests at least 80% of net assets in municipal securities that pay interest exempt from federal income tax, including federal alternative minimum tax (AMT). It also invests up to 15% of total assets in below investment-grade municipal securities. Normally the fund does not invest in securities that pay interest subject to federal income tax or federal AMT. It may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return. Wells Fargo Advantage Interm T/AmtF Inv Fund’s dollar-weighted average effective maturity is between 3 and 10 years.

 

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

Data for Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) as of Mar 30, 2014

  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) management has been with Wells Fargo Advantage Interm T/AmtF Inv Fund for 12.7 years
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has good short-term performance (1-year return 0.46% vs -0.02% Muni National Interm category median performance)
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has good mid-term performance (3-year return 5.29% vs 4.67% Muni National Interm category median performance)
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has good Long-term performance (5-year return 5.99% vs 4.87% Muni National Interm category median performance)
  • 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
  • Asset base in Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has an annual stock turnover rate of 24.00% vs Muni National Interm average of 32.34%. It is good that Wells Fargo Advantage Interm T/AmtF Inv management does not trade extensively for its return.
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.41, lower than category average of 3.66
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has a lower expense ratio than its Muni National Interm average: 0.73% vs 0.80%
  • 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

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

Data for Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) as of Mar 30, 2014

See Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wells Fargo Advantage Interm T/AmtF Inv2.660.465.295.99
American Funds TaxExempt Bond F1 (AFTFX)3.55-0.046.366.34Compare
BMO Intermediate Tax-Free Y (MITFX)2.410.305.235.54Compare
RidgeWorth High Grade Municipal Bond I (SCFTX)3.911.407.216.74Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares 2017 S&P AMT-Free Municipal Ser (MUAF)0.50%0.28%3.97%
iShares S&P National AMT-Free Muni Bd (MUB)3.72%0.13%5.67%
Market Vectors Pre-Refunded Muni ETF (PRB)0.52%-1.19%1.20%
PIMCO Intermediate Muni Bond Strgy ETF (MUNI)2.09%-0.69%3.87%
Grail McDonnell Intermediate Muni Bd ETF (GMMB)1.63%-0.52%4.69%

 

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

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

DateNet Asset
03/2014$1.95B
02/2014$1.94B
01/2014$1.91B
More historic net asset information on Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

  

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

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

DateCashStockBondOther
02/20144.03%0%95.97%0%
01/20142.3%0%97.7%0%
12/20131.76%0%98.23%0.01%
Click here to see more historic asset allocation information on Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

 

graph of Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Interm T/AmtF Inv (SIMBX) Fund

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

Feb 27, 2014
New Jersey Econ Dev Auth [1.57%]
Texas Mun Gas Acquisition & Su Sr 6.25% [1.22%]
Bay Area Toll Auth [1.03%]
Illinois St Sales Tax Rev Rev Bds 5% [1.03%]
Univ Calif Regts Med Ctr Poole Rev 5.25% [1.02%]
Port Port Arthur Tex Nav Dist [0.99%]
Chicago Ill Go Bds 5% [0.93%]
Indiana Health & Edl Fac Fing Var Rev B [0.79%]
New York N Y City Mun Wtr Fin 2nd Gen R [0.78%]
California St Pub Wks Brd Leas Rev Bd 5% [0.77%]

Jan 30, 2014
New Jersey Econ Dev Auth [1.6%]
Texas Mun Gas Acquisition & Su Sr 6.25% [1.22%]
Bay Area Toll Auth [1.05%]
Illinois St Sales Tax Rev Rev Bds 5% [1.03%]
Univ Calif Regts Med Ctr Poole Rev 5.25% [1.03%]
Port Port Arthur Tex Nav Dist [1%]
Chicago Ill Go Bds 5% [0.9%]
Indiana Health & Edl Fac Fing Var Rev B [0.81%]
New York N Y City Mun Wtr Fin 2nd Gen R [0.79%]
California St Pub Wks Brd Leas Rev Bd 5% [0.78%]

Dec 30, 2013
New Jersey Econ Dev Auth [1.57%]
Texas Mun Gas Acquisition & Su Sr 6.25% [1.1%]
Bay Area Toll Auth [1.03%]
Port Port Arthur Tex Nav Dist [0.99%]
Univ Calif Regts Med Ctr Poole Rev 5.25% [0.99%]
Illinois St Sales Tax Rev Rev Bds 5% [0.98%]
Chicago Ill Go Bds 5% [0.88%]
Indiana Health & Edl Fac Fing Var Rev B [0.8%]
New York N Y City Mun Wtr Fin 2nd Gen R [0.78%]
California St Pub Wks Brd Leas Rev Bd 5% [0.75%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

  

Latest News on Wells Fargo Advantage Interm T/AmtF Inv (SIMBX) Fund

See what is happening with Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX)

 

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