Wells Fargo Advantage Wisconsin Tax-Free Fund – SWFRX

Investor Class

CUSIP 949917777

Share Price 09-01-15 10.84

Daily Change -0.01

YTD Return 0.50%

30-Day SEC Yield as of 08-31-15 1.73%

Morningstar Category Muni Single State Interm

Inception Date 04-06-2001

Fund Number 3267

Net Fund Assets as of 07-31-2015 $159,673,186.45

Overall Morningstar Rating™ (out of 200 funds)
as of 07-31-2015
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Fund Notes

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MORNINGSTAR RATINGS™ as of 07-31-2015

Category = Muni Single State Interm

3-year Morningstar Rating™ (out of 200 funds)   N/A

5-year Morningstar Rating™ (out of 188 funds)   N/A

10-year Morningstar Rating™ (out of 175 funds)   N/A

Overall Morningstar Rating™ (out of 200 funds)   N/A

The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) ratings, based on risk-adjusted returns. Click here for more information.

Morningstar® Style Box™as of 07-31-2015
Morningstar Style Box
Click here for more information.

Lipper Other States Municipal Debt Funds

1-year   234 out of 267

3-year   85 out of 238

5-year   141 out of 226

10-year   86 out of 189

Past performance is no guarantee of future results.


    1-year 3-year 5-year 10-year Since Inception

Wisconsin Tax-Free Fund       2.04%   2.40%   3.55%   3.72%   4.55%

Barclays Municipal Bond Index       3.00%   3.10%   4.50%   4.45%   --

Figures quoted represent past performance, which is no guarantee of future results. Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Click here for current month-end performance.
Investor Class shares are sold without a front-end sales charge or contingent deferred sales charge.


Net Expense Ratio – effective since 07-01-15   0.73%

Gross Expense Ratio   0.95%

The advisor has committed, through 10-31-15, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating expenses after fee waiver, excluding certain expenses, at 0.73%. Without this cap, the fund's returns would have been lower.


2014     6.92%
2013   -1.15%
2012     4.38%
2011     7.84%
2010     2.60%
2009     10.64%
2008   -1.80%
2007     3.28%
2006     4.56%
2005     3.37%

View the 30-day unsubsidized SEC yields.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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