SGTIX Mutual Fund

SGTIX Mutual Fund (Allspring California Tax Free Fund Institutional) is managed by Allspring Global Investments with $290.1M in net assets. SGTIX expense ratio is 0.48%, holding 221 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2014-10-31.

SGTIX performance shows a YTD return of -0.26%. The 1-year return is -0.34% and the 5-year return is -0.20%. SGTIX dividend yield stands at 3.44%, paid monthly.

SGTIX top holdings include California Health Facilities Financing Authority, Revenue Bonds, Cedars-sinai Medical Center, Refunding Series 2016b (1.9%), California Community Choice Financing Authority 0.05 10/01/2055 (1.9%), California State, General Obligation Bonds, Various Purpose Series 2017 (1.9%), California Municipal Finance Authority 5.25 06/01/2053 (1.8%), Santa Ana Ca Unif Sch Dist 0 2038-08-01 (1.7%). Go to all SGTIX holdings, SGTIX sectors, or SGTIX dividends.

SGTIX can be compared against other funds. Use SGTIX overlap to find shared positions, or SGTIX vs another fund for a side-by-side view. SGTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.