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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 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.


    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.


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.


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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