Wells Fargo Advantage Interm T/AmtF Inv Wells Fargo Funds Trust 525 Market Street San Francisco CA 94163
Phone: 800-222-8222
| Category: |
Muni National Interm |
| Fund Family: |
Wells Fargo Advantage |
| Net Assets: |
475.83M |
| Year-to-Date Return: |
0.55% |
| Yield: |
3.65% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Jul-01 |
|
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. |
| 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 |
|
|
|
| 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. |
| 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% |
|
| 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 |
|
|