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Wells Fargo Advantage Interm T/AmtF Inv (SIMBX)

On Feb 9: 10.79 USD   0.00 (0.00%)  
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Profile  As of 31-Jan-10 Get Profile for:
Wells Fargo Advantage Interm T/AmtF Inv
Wells Fargo Funds Trust 525 Market Street San Francisco CA 94163
Phone: 800-222-8222
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FUND OVERVIEW
Category: Muni National Interm
Fund Family: Wells Fargo Advantage
Net Assets: 475.83M
Year-to-Date Return: 0.55%
Yield: 3.65%
Morningstar Rating: 4 stars
Fund Inception Date: 31-Jul-01
MORNINGSTAR STYLE BOX
Muni National Interm
[View Category Definition]
View Top Muni National Interm Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Lyle J. Fitterer
Lead Manager since 31-Jul-01
Fitterer works as managing director in Wells Capital Management which he joined in 2005. Previously he served with SCM since 1989.
INVESTMENT INFORMATION
Min Initial Investment: $2,500
Min Initial Investment, IRA: $1,000
Min Initial Investment, AIP: $100
Min Subsequent Investment: $100
Min Subsequent Investment, IRA: $100
Min Subsequent Investment, AIP: $50
SIMBX can be purchased from 9 brokerages.
FUND SUMMARY
The investment seeks current income exempt from federal income tax. The fund invests at least at least 80% of net assets in municipal securities that pay interest exempt from federal income tax, including federal alternative minimum tax (AMT). It invests up to 15% of assets in below investment-grade municipal securities. The fund's dollar-weighted average effective maturity is between 3 and 10 years.
FUND OPERATIONS
Last Dividend (29-Jan-10): 0.03
Last Cap Gain (12-Dec-08): 0.01
Annual Holdings Turnover 92.00%
Average for Category: 37.44%
FEES & EXPENSES
Expense SIMBX Category
Avg
Total Expense Ratio: 0.75% 0.90%
Max 12b1 Fee: 0.00% N/A
Max Front End Sales Load: % 3.50%
Max Deferred Sales Load: % 2.34%
3 Yr Expense Projection*: $185 $460
5 Yr Expense Projection*: $510 $693
10 Yr Expense Projection*: $1,159 $1,357
* Per $10,000 invested


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