Wells Fargo Advantage Intermediate Tax/AMT-Free Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A (Buy)

#13 in Muni National Interm

U.S. News evaluated 82 Muni National Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.21 percent over the past year, 5.33 percent over the past three years, 6.03 percent over the past five years, and 4.23 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.8%
1 Year 0.2%
3 Years (Annualized) 5.3%
5 Years (Annualized) 6.0%
10 Years (Annualized) 4.2%

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Summary

The investment seeks current income exempt from federal income tax. The fund invests at least 80% of the fund's net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax (AMT). It invests up to 15% of the fund's total assets in below investment-grade municipal securities. While the fund may purchase securities of any maturity, under normal circumstances, it expects the fund's dollar-weighted average effective maturity to be between 3 and 10 years.

Fees

Fees are Low compared to funds in the same category.
Wells Fargo Advantage Intermediate Tax/AMT-Free Fund has an expense ratio of 0.70 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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