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Wells Fargo Advantage Short-Term Muni Bond Fd – WSTMX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.980.00 (0.00%)9.93 - 10.030.0

Market data as of 6:06PM 02/10/16. Quotes are delayed by at least 15 min.

Overview - WSTMX

The investment seeks current income exempt from federal income tax consistent with capital preservation. The fund invests at least 80% of the fund's net assets in municipal securities whose interest is exempt from federal income tax, but not necessarily federal alternative minimum tax (AMT). It invests up to 20% of the fund's total assets in securities whose interest is subject to federal AMT. While the fund may purchase securities of any maturity, under normal circumstances, the advisor expects the fund's dollar-weighted average effective maturity to be 3 years or less.

Growth of $10,000 (10 Years)

Total Return1.66%
Yield (Trailing 12 Mo.)1.01%
Expense Ratio0.69%
Front LoadNone
Deferred LoadNone
Minimum Investment$1,000,000
Management Tenure16 Years
Fund Inception07/30/2010

Trailing Total Returns - WSTMX

as of 01/31/2016
TimeframeWSTMXS&P 500Muni National Short
1 Month0.29%-4.96%0.49%
3 Month0.45%-6.18%0.55%
1 Year0.49%-0.67%0.55%
3 Year0.91%11.30%0.81%
5 Year1.73%10.91%1.83%
10 Year2.34%6.48%2.39%
Since Inception1.66%10.33%--

Sector Allocation - WSTMX

as of 01/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - WSTMX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$5.89B
Total Stock Holdings0
Total Bond Holdings679

Bond Credit Quality - WSTMX

as of 01/31/2016
Below B0.19%
Not Rated2.99%

Top Ten Holdings - WSTMX

as of 01/31/2016
CompanyYTD Return% of Assets
Houston Tex Util Sys Rev Rev Ref B 0.61%--1.50%
Indiana St Fin Auth 5%--1.38%
Massachusetts St Go Bds 0.22%--1.37%
Pennsylvania Econ Dev Fing Rev Bds 0.53%--1.33%
Lancaster Port Auth--1.22%
Indiana Health & Edl Fac Fing Var Rev B--1.18%
Halifax Cnty Va Indl Dev Auth 2.15%--1.08%
Nuveen Divd Amt Floating Var--1.04%
California St For Previous Iss Go Bds 4%--0.96%
Pasadena Tex Indpt Sch Dist 3%--0.79%

Valuation & Growth - WSTMX

as of 01/31/2016
ValuationWSTMXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - WSTMX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - WSTMX, 3 Year Avg

Pretax Return0.91%
Tax-adjusted Return0.88%
Tax Cost Ratio0.03%
Potential Cap Gains1.91%

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