Mutual Fund Insights: Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX)

In-depth Analysis of Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX)

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See Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) performance details as of January 31, 2010

  

Last Trade: $9.48 on 3/18/2010, Change: +0.01 (0.11%)

  

Fund Manager - Lyle J. Fitterer

Fund Manager Tenure: 10.0 years
Fundmojo Fund Grade: A (Score: 0.74)     (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 Municipal Bond Inv Fund (SXFIX)

Data for Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) as of January 31, 2010

• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) management has been with Wells Fargo Advantage Municipal Bond Inv Fund for 10.0 years
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) has good short-term performance (1-year return 19.39% vs 12.81% Muni National Long category average)
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) has good mid-term performance (3-year return 4.22% vs 2.61% Muni National Long category average)
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) has good Long-term performance (5-year return 4.45% vs 2.89% Muni National Long category average)
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) ratio of up-years vs down years is greater than 2
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) has a Morningstar rating of 4 and above
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) has a lower management fee than its Muni National Long average: 0.80% vs 1.02%
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) 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 Municipal Bond Inv Fund (SXFIX)

Data for Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) as of January 31, 2010

• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) has an annual stock turnover rate of 152.00% that is higher than the Muni National Long average of 50.55%. This could mean Wells Fargo Advantage Municipal Bond Inv is more nimble, but also signal potential high tax impact and high trading fees
• Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.72 that is higher than category average of 7.62

See Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) performance details as of January 31, 2010

  

  

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Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) Net Asset

Track net asset change of Wells Fargo Advantage Municipal Bond Inv fund (SXFIX)

Date	Net Asset
01/2010	$297.79M
11/2009	$283.85M
10/2009	$279.29M

More historic net asset information on Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX)

  

Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Municipal Bond Inv fund (SXFIX)

Date	Cash	Stock	Bond	Other
09/2009	1.58%	0%	98.23%	0.19%
06/2009	0.86%	0%	99.14%	0%
03/2009	1.67%	0%	98.33%	0%

Click here to see more historic asset allocation information on Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX)

  

Most Recent Top 10 Holdings in Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX)

Discover what Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX) manager is buying

30-Sep-09 Arlington Tex Spl Obl Spl Tax B 5% [1.79%] Colorado Health Facs Auth 5.5% [1.63%] Northern Calif Gas Auth [1.6%] NEW JERSEY ST HIGHER ED ASSIST REV BDS [1.55%] Tobacco Settlement Auth 6.5% [1.45%] Chawanakee Calif Uni Sch Dist 6% [1.4%] Elizabethton Tenn Health & Edl Hosp F 7% [1.33%] Maine Edl Ln Auth 5.875% [1.23%] Main Str Nat Gas Inc Ga Gas Pr Gas 5% [1.16%] Kentucky Asset / Liability Com Gen Fd [1.09%]

30-Jun-09 Arlington Tex Spl Obl Spl Tax B 5% [1.79%] Colorado Health Facs Auth 5.5% [1.63%] Northern Calif Gas Auth [1.6%] NEW JERSEY ST HIGHER ED ASSIST REV BDS [1.55%] Tobacco Settlement Auth 6.5% [1.45%] Chawanakee Calif Uni Sch Dist 6% [1.4%] Elizabethton Tenn Health & Edl Hosp F 7% [1.33%] Maine Edl Ln Auth 5.875% [1.23%] Main Str Nat Gas Inc Ga Gas Pr Gas 5% [1.16%] Kentucky Asset / Liability Com Gen Fd [1.09%]

31-Mar-09 Badger Tob Asset Securitizatio Asset- 6% [2.12%] Arlington Tex Spl Obl Spl Tax B 5% [1.9%] Elizabethton Tenn Health & Edl Hosp F 7% [1.43%] Tobacco Settlement Auth 6.5% [1.31%] MIAMI-DADE CNTY FLA SPL OBLIG CAP APPRE [1.29%] Main Str Nat Gas 5% [1.17%] BOISE-KUNA IDAHO IRR DIST ARRO REV BDS [1.1%] Wisconsin St Gen Fd Annual App Genera 6% [1.09%] MASSACHUSETTS ST GO LN AND [1.02%] Pennsylvania Econ Dev Fing Fin Auth 5% [0.97%]

Click here for Stock Holding Change Map in Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX)

  

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See more information on Wells Fargo Advantage Municipal Bond Inv Fund (SXFIX)

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