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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: $11.48 on 9/1/2015, Change: -0.01 (-0.09%)

 

Graph of Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) ManagerFund Manager - Robert J. Miller

Fund Manager Information

Fund Manager Tenure: 7.3 years
Fund Family: Wells Fargo Advantage
Fund Category: Muni National Interm
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: B (Score: 0.6)     (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 Jul 30, 2015

  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) management has been with Wells Fargo Advantage Interm T/AmtF Inv Fund for 7.3 years
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has good mid-term performance (3-year return 2.32% vs 1.98% Muni National Interm category median performance)
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has good Long-term performance (5-year return 3.98% vs 3.55% 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) is less volatile than its peers as it has a 3-year Standard Deviation of 3.05, lower than category average of 3.52
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has a lower expense ratio than its Muni National Interm average: 0.73% vs 0.81%
  • 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 Jul 30, 2015

  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has a less-than-ideal short-term performance (1-year return 2.17% vs 2.38% Muni National Interm category median performance)
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has a Morningstar rating of 3 and below
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) is less safe compared to its Muni National Interm peers
  • Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) has an annual stock turnover rate of 29.00% that is higher than the Muni National Interm average of 27.59%. This could mean Wells Fargo Advantage Interm T/AmtF Inv is more nimble, but also signal potential high tax impact and high trading fees
See Wells Fargo Advantage Interm T/AmtF Inv Fund (SIMBX) performance details as of Jul 30, 2015

 

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 Inv-0.062.172.323.98
USAA Tax Exempt Intermediate-Term (USATX)0.422.652.854.40Compare
Vanguard High-Yield Tax-Exempt Adm (VWALX)0.944.573.735.37Compare

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 National AMT-Free Muni Bond (MUB)0.24%2.93%1.95%
Market Vectors Intermediate Muni ETF (ITM)-0.16%2.85%2.08%
Columbia Intermediate Municipal Bond ETF (GMMB)1.07%2.28%1.81%
iShares iBonds Sep 2019 AMT-Free Muni Bd (IBMH)1.19%2.04%NaN
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)0.03%1.88%1.31%

 

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
07/2015$2.37B
05/2015$2.34B
04/2015$2.34B
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
06/20153.03%0%96.96%0.01%
04/20152.28%0%97.72%0%
03/20151.97%0%98.03%0%
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

Jun 29, 2015
Illinois St Toll Hwy Auth 0.3% [1.34%]
Colorado Springs Colo Utils Re Sub 0.22% [1.08%]
Miami-Dade Cnty Fla Sch Brd Ct Ctfs [1.06%]
North Carolina Med Care Commn Rev 0.12% [0.99%]
Rib Floater Tr Various Sts Ctfs [0.85%]
Texas Mun Gas Acquisition & Su Putters-S [0.85%]
Puttable Fltg Opt Tax Exempt Rcpts [0.84%]
Bay Area Toll Auth 1.27% [0.82%]
Illinois St Sales Tax Rev Rev Bds 5% [0.79%]

Apr 29, 2015
Us 10yr Note(Cbt) Jun15 Xcbt 20150619 [2.31%]
New York N Y Var Go Bd 0.07% [1.35%]
Chicago Ill Sales Tax Rev Rev Bds 2.25% [1.31%]
New York N Y City Mun Wtr Fin 2nd 0.17% [1.16%]
Deutsche Bk Spears/Lifers Tr V Ctfs [1.13%]
Puttable Fltg Opt Tax Exempt Rcpts [1%]
Virginia St Pub Bldg Auth 4% [1%]
Port Auth 5% [0.99%]
New York N Y City Transitional Rev 0.35% [0.96%]
Bay Area Toll Auth 1.35% [0.9%]

Mar 30, 2015
Us 10yr Note(Cbt) Jun15 Xcbt 20150619 [2.31%]
Alaska Hsg Fin Corp Hm Mtg R Var R 0.16% [1.38%]
New York N Y Var Go Bd 0.13% [1.35%]
Chicago Ill Sales Tax Rev Rev Bds 0.36% [1.3%]
Deutsche Bk Spears/Lifers Tr V Ctfs [1.13%]
New York N Y Adj Go Bd 0.13% [1.08%]
New York N Y City Transitional Var 0.23% [1.07%]
Port Auth 5% [1.01%]
Virginia St Pub Bldg Auth 4% [1.01%]
Puttable Fltg Opt Tax Exempt Rcpts [0.99%]
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)

 

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

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