WFRTX Mutual Fund

WFRTX Mutual Fund (Allspring Intermediate Tax/AMT-Free Fund Class R6) is managed by Allspring Global Investments with $127.5M in net assets. WFRTX expense ratio is 0.30%, holding 523 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-07-31.

WFRTX performance shows a YTD return of 0.41%. The 1-year return is 4.26% and the 5-year return is 1.01%. WFRTX dividend yield stands at 3.10%, paid monthly.

WFRTX top holdings include Wisconsin St Ht 4% 11/15/39 (1.5%), Commonwealth Financing Authority, Pennsylvania, State Appropriation Lease Bonds, Master Settlement, Series 2018 (1.1%), Bay Area Ca Toll Auth Toll Bridge Revenue (1.0%), Black Belt Energy Gas Dist Al Bbeutl 10/35 Fixed 5 (1.0%), Metropolitan Pier & Exposition Authority (0.9%). Go to all WFRTX holdings, WFRTX sectors, or WFRTX dividends.

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