SGTIX Mutual Fund

SGTIX Mutual Fund (Allspring California Tax Free Fund Institutional) is managed by Allspring Global Investments with $330.4M 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 2.32%. The 1-year return is 6.65% and the 5-year return is 0.50%. SGTIX dividend yield stands at 3.31%, 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%), Los Angeles Unified School District/Ca 4 07/01/2040 (1.8%). View all SGTIX holdings, sector breakdown, or dividend history.

SGTIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.