SGTIX Mutual Fund

SGTIX Mutual Fund (Allspring California Tax Free Fund Institutional) is managed by Allspring Global Investments with $329.8M in net assets. SGTIX expense ratio is 0.48%, holding 225 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2014-10-31.

SGTIX performance shows a YTD return of 0.97%. The 1-year return is 6.05% and the 5-year return is 0.09%. SGTIX dividend yield stands at 3.36%, 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, Series 2022 (1.8%), Los Angeles Unified School District/Ca 4 07/01/2040 (1.8%). 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.