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Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund Ranking and Research

Ranking, Research and Recommendation of Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund

    Last Trade: $11.76 on 5/23/2017, Change: +0.02 (0.17%)

 

Graph of Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) ManagerFund Manager - Robert J. Miller

Fund Manager Information

Fund Manager Tenure: 9.1 years
Fund Family: Wells Fargo Funds
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)

 

Graph of Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) ProfileWells Fargo Advantage Core Builder Ser M Fund (WFCMX) Profile

Fund Profile and Description

Wells Fargo Advantage Core Builder Ser M Fund seeks total return, consisting of current income and capital appreciation. Wells Fargo Advantage Core Builder Ser M Fund normally invests at least 60% of total assets in municipal securities that pay interest exempt from federal income tax, but not necessarily the federal AMT. It can invest up to 40% of total assets in municipal securities that pay interest subject to federal AMT. Wells Fargo Advantage Core Builder Ser M Fund typically invests up to 40% of total assets in below investment-grade municipal securities and up to 10% of total assets in corporate debt securities.

 

Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund Strength What we like about Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund

Data for Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) as of May 30, 2016

  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) management has been with Wells Fargo Advantage Core Builder Ser M Fund for 9.1 years
  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) has good short-term performance (1-year return 6.84% vs 4.71% Muni National Interm category median performance)
  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) has good mid-term performance (3-year return 5.45% vs 3.10% Muni National Interm category median performance)
  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) has good Long-term performance (5-year return 7.65% vs 4.14% Muni National Interm category median performance)
  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) ratio of up-years vs down years is greater than 2
  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) has a Morningstar rating of 4 and above
  • Asset base in Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) has an annual stock turnover rate of 21.00% vs Muni National Interm average of 22.40%. It is good that Wells Fargo Advantage Core Builder Ser M management does not trade extensively for its return.
  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) Weakness What we are cautious about Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund

Data for Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) as of May 30, 2016

  • Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.8 that is higher than category average of 3.29
See Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wells Fargo Advantage Core Builder Ser M Fund (WFCMX)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 Core Builder Ser M2.506.845.457.65
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Wells Fargo Advantage Core Builder Ser M Fund (WFCMX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) Net Asset TrackingWells Fargo Advantage Core Builder Ser M (WFCMX) Fund Net Asset

Track net asset change of Wells Fargo Advantage Core Builder Ser M fund (WFCMX)

DateNet Asset
05/2016$467.25M
03/2016$422.99M
02/2016$390.52M
More historic net asset information on Wells Fargo Advantage Core Builder Ser M Fund (WFCMX)

  

Graph of Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) Portfolio TrackingWells Fargo Advantage Core Builder Ser M (WFCMX) Fund Portfolio Allocation

Track portfolio allocation change of Wells Fargo Advantage Core Builder Ser M fund (WFCMX)

DateCashStockBondOther
04/20164.06%0%95.91%0%
02/20163.39%0%96.55%0%
01/20162.57%0%97.43%0%
Click here to see more historic asset allocation information on Wells Fargo Advantage Core Builder Ser M Fund (WFCMX)

 

graph of Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) Top 10 Position TrackingTop 10 Holdings in Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund

Discover what Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) manager is buying

Apr 29, 2016
Us Long Bond(Cbt) Jun16 Xcbt 20160621 [13.62%]
New York St Urban Dev Corp Rev St Per 5% [2.96%]
New York N Y City Transitional Rev 0.65% [2.58%]
New Jersey St Transn Tr Fd Aut Tran 5.5% [2.1%]
Texas Transn Commn St Hwy Fd R Var 0.6% [1.96%]
York Cnty Pa Indl Dev Auth 2.55% [1.82%]
Washington St For Issues Dtd P Mtr Ve 5% [1.74%]
Wyandotte Cnty Kans City Kans Sales Tax [1.68%]
New York N Y G O Bds 0.57% [1.67%]
Metropolitan Transn Auth 5.25% [1.62%]

Feb 28, 2016
Us Long Bond(Cbt) Jun16 Xcbt 20160621 [15.94%]
New York N Y City Transitional Rev 0.7% [2.85%]
iShares iBoxx $ High Yield Corporate Bd [2.39%]
Texas Transn Commn St Hwy Fd R Var 0.5% [2.28%]
York Cnty Pa Indl Dev Auth 2.55% [2.1%]
New York N Y G O Bds 0.46% [1.94%]
Ohio St Wtr Dev Auth 3.75% [1.85%]
Wyandotte Cnty Kans City Kans Sales Tax [1.85%]
Metropolitan Transn Auth 5.25% [1.75%]

Jan 30, 2016
Us Long Bond(Cbt) Mar16 Xcbt 20160321 [13.22%]
New York N Y City Transitional Rev 0.3% [2.85%]
Texas Transn Commn St Hwy Fd R Var 0.23% [2.28%]
York Cnty Pa Indl Dev Auth 2.55% [2.11%]
New York N Y G O Bds 0.21% [2.09%]
Wyandotte Cnty Kans City Kans Sales Tax [1.86%]
Ohio St Wtr Dev Auth 3.75% [1.85%]
Metropolitan Transn Auth 5.25% [1.76%]
New Jersey Econ Dev Auth 5% [1.62%]
Click here for Stock Holding Change Map in Wells Fargo Advantage Core Builder Ser M Fund (WFCMX)

  

Latest News on Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund

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Wells Fargo Advantage Core Builder Ser M Fund (WFCMX) Related ResourcesSee more information on Wells Fargo Advantage Core Builder Ser M (WFCMX) Fund

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