Mutual Fund Insights: Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

In-depth Analysis of Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

3 months 6 months 1 year 3 year 5 year

See Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) performance details as of February 28, 2010

  

Last Trade: $9.92 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Wendy J. Casetta

Fund Manager Tenure: 2.4 years
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

Wendy J. Casetta joined Wells Capital Management in January 2005 with the acquisition of Strong Capital Management, Inc where Wendy J. Casetta worked as a senor research analyst. Previously Wendy J. Casetta was a fixed income trader and investment associate at Barnett Capital Advisors from August of 1994 to May of 1998. In 1993 Casetta served in Nicholas Company.  Get more insights on Wendy J. Casetta

  

 What we like about Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

Data for Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) as of February 28, 2010

• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) has good short-term performance (1-year return 8.46% vs 4.82 % Muni National Short category average)
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) has good mid-term performance (3-year return 4.33% vs 3.45 % Muni National Short category average)
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) has good Long-term performance (5-year return 3.91% vs 3.04 % Muni National Short category average)
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) ratio of up-years vs down years is greater than 2
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) has a Morningstar rating of 4 and above
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) has a lower management fee than its Muni National Short average: 0.66% vs 0.84%
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) 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 S/T Muni Bd Inv Fund (STSMX)

Data for Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) as of February 28, 2010

• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) management has been with Wells Fargo Advantage S/T Muni Bd Inv Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) has an annual stock turnover rate of 101.00% that is higher than the Muni National Short average of 40.25%. This could mean Wells Fargo Advantage S/T Muni Bd Inv is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) is more volatile than its peers as it has a 3-year Standard Deviation of 2.6 that is higher than category average of 2.59

See Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) performance details as of February 28, 2010

  

  

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Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) Net Asset

Track net asset change of Wells Fargo Advantage S/T Muni Bd Inv fund (STSMX)

Date	Net Asset
02/2010	$2.92B
01/2010	$1.76B
11/2009	$1.56B

More historic net asset information on Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

  

Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage S/T Muni Bd Inv fund (STSMX)

Date	Cash	Stock	Bond	Other
09/2009	3.31%	0%	96.69%	0%
06/2009	7.06%	0%	92.94%	0%
03/2009	5.79%	0%	94.21%	0%

Click here to see more historic asset allocation information on Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

Discover what Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX) manager is buying

30-Sep-09 PUERTO RICO SALES TAX FING COR REV BDS [1.85%] Richmond Calif Jt Pwrs Fing Au Var 3.75% [1.71%] Tulsa Okla Arpts Impt Tr Genl Rev 7.05% [1.4%] Becker Minn Pollutn Ctl Rev Rev Bds 8.5% [1.34%] Elizabethton Tenn Health & Edl Hosp F 8% [1.16%] Lee Cnty Fla Solid Waste Sys R So 5.625% [1.08%] Gulf Breeze Fla Rev Rev Bds 5% [1.08%] Florida Hurricane Catastrophe Rev Bds 5% [1.08%] Northern Calif Gas Auth [1.05%] Johnson City Tenn Health & Edl Hosp 7.5% [1.04%]

30-Jun-09 PUERTO RICO SALES TAX FING COR REV BDS [1.85%] Richmond Calif Jt Pwrs Fing Au Var 3.75% [1.71%] Tulsa Okla Arpts Impt Tr Genl Rev 7.05% [1.4%] Becker Minn Pollutn Ctl Rev Rev Bds 8.5% [1.34%] Elizabethton Tenn Health & Edl Hosp F 8% [1.16%] Lee Cnty Fla Solid Waste Sys R So 5.625% [1.08%] Gulf Breeze Fla Rev Rev Bds 5% [1.08%] Florida Hurricane Catastrophe Rev Bds 5% [1.08%] Northern Calif Gas Auth [1.05%] Johnson City Tenn Health & Edl Hosp 7.5% [1.04%]

31-Mar-09 Badger Tob Asset Securitizatio As 6.125% [2.36%] Elizabethton Tenn Health & Edl Hosp F 8% [1.43%] Metropolitan Transn Auth [1.37%] Lee Cnty Fla Solid Waste Sys R So 5.625% [1.35%] GULF BREEZE FLA REV FLTG-LOC [1.33%] Johnson City Tenn Health & Edl Hosp 7.5% [1.29%] Badger Tob Asset Securitizatio As 6.375% [1.18%] Tennessee Engy Acquisition C Gas Rev 5% [1.15%] Richmond Calif Jt Pwrs Fing Au Var 3.75% [1.13%] Florida Hurricane Catastrophe Rev Bds 5% [1.09%]

Click here for Stock Holding Change Map in Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

  

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Latest News on Wells Fargo Advantage S/T Muni Bd Inv (STSMX)

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See more information on Wells Fargo Advantage S/T Muni Bd Inv Fund (STSMX)

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