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Nasdaq - Delayed Quote USD
Allspring Intermediate Tax/AMT-Fr Inst (WITIX)
10.91
+0.03
+(0.28%)
At close: April 4 at 8:02:21 PM EDT
Fund Summary
The fund invests at least 80% of the fund's net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax (AMT). It invests up to 15% of the fund's total assets in below investment-grade municipal securities. 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 between 3 and 10 years.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.92% |
| 5y Average Return | 1.91% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WITIX | Category Average | WITIX | Category Average | WITIX | Category Average | |
| Alpha | -0.37 | -0 | -0.1 | -0 | -0.18 | -0 |
| BETA | 0.7 | 0.01 | 0.72 | 0.01 | 0.77 | 0.01 |
| Mean Annual Return | 0.18 | 0 | 0.13 | 0 | 0.17 | 0 |
| R-squared | 99.14 | 0.94 | 98.72 | 0.94 | 97.45 | 0.94 |
| Standard Deviation | 5.2 | 0.04 | 4.65 | 0.04 | 3.99 | 0.04 |
| Sharpe Ratio | -0.45 | 0.01 | -0.26 | 0 | 0.01 | 0.01 |
| Treynor Ratio | -3.56 | 0.03 | -1.8 | 0.02 | -0.06 | 0.03 |
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