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Wells Fargo Advantage Intermediate Tax/AMT-Free Fund – SIMBX

Investor Class


CUSIP 949917850


Share Price 09-03-15 11.48


Daily Change 0.00


YTD Return -0.12%


30-Day SEC Yield as of 09-02-15 1.51%


Morningstar Category Muni National Interm


Inception Date 07-31-2001


Fund Number 3269


Net Fund Assets as of 07-31-2015 $2,370,930,749.09


Overall Morningstar Rating™ (out of 281 funds)
as of 07-31-2015
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Fund Notes



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MORNINGSTAR RATINGS™ as of 07-31-2015


Category = Muni National Interm


3-year Morningstar Rating™ (out of 281 funds)   Morningstar RatingMorningstar RatingMorningstar Rating


5-year Morningstar Rating™ (out of 237 funds)   Morningstar RatingMorningstar RatingMorningstar RatingMorningstar Rating


10-year Morningstar Rating™ (out of 166 funds)   Morningstar RatingMorningstar RatingMorningstar Rating


Overall Morningstar Rating™ (out of 281 funds)   Morningstar RatingMorningstar RatingMorningstar Rating


The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) ratings, based on risk-adjusted returns. Click here for more information.

Morningstar® Style Box™as of 07-31-2015
Morningstar Style Box
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LIPPER INC. TOTAL RETURN RANKINGS – as of 07-31-2015
Lipper Intermediate Municipal Debt Funds


1-year   109 out of 220


3-year   32 out of 192


5-year   25 out of 162


10-year   16 out of 101


Past performance is no guarantee of future results.

AVERAGE ANNUAL TOTAL RETURNS – as of 06-30-2015


    1-year 3-year 5-year 10-year Since Inception


Intermediate Tax/AMT-Free Fund       1.65%   2.60%   4.16%   4.07%   4.84%


Barclays Municipal Bond 1-15 Year Blend Index       2.22%   2.54%   3.76%   4.18%   --


Figures quoted represent past performance, which is no guarantee of future results. Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Click here for current month-end performance.
Investor Class shares are sold without a front-end sales charge or contingent deferred sales charge.

EXPENSES


Net Expense Ratio – effective since 07-01-15   0.73%


Gross Expense Ratio   0.84%


The advisor has committed, through 10-31-15, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating expenses after fee waiver, excluding certain expenses, at 0.73%. Without this cap, the fund's returns would have been lower.

CALENDAR YEAR RETURNS


2014     7.17%
2013   -1.68%
2012     6.50%
2011     9.21%
2010     3.34%
2009     15.25%
2008   -5.77%
2007     3.48%
2006     4.63%
2005     3.00%

View the 30-day unsubsidized SEC yields.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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