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Allspring California Limited-term Tax-free Fund - Class A (SFCIX)
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27/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 47.49M
Wells Fargo California Ltd-Trm Tx-Fr A
10.19
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- Overview
- Profile
- Historical Data
- Holdings
SFCIX Overview
On this page you'll find an in-depth profile of Allspring California Limited-term Tax-free Fund - Class A. Learn about the key management, total assets, investment strategy and contact information of SFCIX among other information.
Investment Strategy
The investment seeks current income exempt from federal income tax and California individual income tax, consistent with capital preservation. 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, and California individual income tax. It invests up to 20% of the fund's net assets in securities whose interest is subject to federal income tax, including federal AMT. The fund invests up to 10% of the fund's total assets in below investment-grade municipal securities; and up to 10% of the fund's total assets in inverse floaters.
Contact Information
Address
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
Phone
1-833-568-4255
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kim Nakahara | - | 2020 | Now |
| Biography | Ms. Nakahara joined Wells Capital Management or one of its predecessor firms in 2014, where she currently serves as a Senior Research Analyst. | ||
| Terry J. Goode | Senior Portfolio Manager | 2011 | Now |
| Biography | Terry Goode is a senior portfolio manager for the Allspring Global Investments Holdings, LLC (Allspring Holdings) Municipal Fixed Income team. Previously, Terry served as the leader of the Allspring Holdings Tax Exempt Research team, leading the group responsible for providing credit research for the Municipal Fixed Income team. Prior to joining Allspring Holdings, he performed similar research duties and provided bond ratings as a director at Standard & Poor’s Credit Market Services. He held a similar position with Wells Fargo Bank’s health care division. Terry began his investment industry career in 1995. He earned a bachelor’s degree in economics from the University of California, Los Angeles, and a master’s degree in business administration with an emphasis in finance and investment strategy from the Haas School of Business at the University of California, Berkeley. Terry is a member of the National Federation of Municipal Analysts and the Society of Municipal Analysts and served as a former chair and member of the California Society of Municipal Analysts. | ||
| Adrian Van Poppel | Senior Portfolio Manager | 2009 | Now |
| Biography | Adrian Van Poppel is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM in 1997 and was responsible for trading cash positions of repurchase agreements and sweep for all mutual funds. He earned a bachelor’s degree in business administration and economics as well as a master’s degree in financial analysis and investment management from Saint Mary’s College in Moraga, California. He is a member of the California Society of Municipal Analysts and the Municipal Bond Club of San Francisco. | ||
| Brandon Pae | - | 2019 | 2022 |
| Biography | Brandon Pae—Brandon Pae is a portfolio manager and senior analyst for the Allspring Global Investments Holdings, LLC (Allspring Holdings) Municipal Fixed Income team. Prior to joining Allspring Holdings in 2012, Brandon served as a public finance investment banker at Barclays Capital/Lehman Brothers. In this capacity, Brandon was responsible for all aspects of municipal bond origination, including financial modeling, bond structuring, and credit analysis. During his graduate studies, Brandon served as a capital projects analyst at UC Berkeley where he developed an analytical framework for evaluating future debt issuance. Brandon began his investment industry career in 2004 as a financial analyst intern at KNN Public Finance. Brandon earned bachelor’s degrees with honors in economics and political science from the University of California, Berkeley. He also earned a master’s degree in business administration from Haas School of Business at the University of California, Berkeley. | ||
| Stephen Galiani | Director | 2002 | 2011 |
| Biography | Galiani joined Wells Capital Management in 1997. Prior to Wells Capital Management, he served as Director of Fixed Income from 1995 to 1997 for Qualivest Capital Management. He was President from 1990 to 1995 of Galiani Asset Management Corporation, an independent advisory practice. | ||
| Julio C. Bonilla | Vice President | 2005 | 2009 |
| Biography | Julio Bonilla is a Portfolio Manager at Schroders, which involves managing all Multi-Sector portfolios including the Value portfolios as a municipal bond specialist. He joined Schroders in 2013 and is based in New York. Julio was a Portfolio Manager at STW Fixed Income Management from 2010 to 2013, which involved managing $11 billion in Multi-Sector portfolios including Core, Long Duration and Tax-Aware strategies. He was a Senior Portfolio Manager at Wells Capital Management from 2000 to 2010, which involved cultivating an expertise in municipal fixed income management and was responsible for account activity from trading to portfolio strategy. He was an Associate at Wells Fargo Institutional Brokerage from 1997 to 2000, which involved sales and trading fixed income securities. Qualifications: CFA Charterholder; MBA in Finance from Pepperdine University; BA in Political Science from University of San Diego. | ||
| Mary Gail Walton | Portfolio Manager | 2000 | 2002 |
| Biography | Walton, a 17-year veteran of the investment industry, is a municipal bond portfolio manager on the tax-exempt fixed income team at Wells Capital Management. She is responsible for over $1.5 billion tax-exempt mutual funds and separate corporate and individual accounts. Previously, Ms. Walton was employed at Dean Witter Reynolds, Inc. and Ragen MacKenzie, Inc., where she gained valuable experience with corporate bonds and fixed income securities sales. Her career includes extensive experience in tax-exempt portfolio management. A Chartered Financial Analyst charterholder, she received a bachelor’s degree in economics from the University of Washington. She is a member of the Association for Investment Management and Research (AIMR) and the Security Analysts of San Francisco. | ||
| Laura L. Milner | Portfolio Manager | 1995 | 2000 |
| Biography | Milner joined Wells Capital Management in 1997 as a portfolio manager. Previously, she was a portfolio manager with Wells Fargo Bank from 1988 to 1997. She has 17 years of investment experience. Previously, she spent over seven years with Salomon Brothers, specializing in short- and long-term municipal securities. Milner is a member of the National Federation of Municipal Analysts. | ||
| David Klug | - | 1997 | 1999 |
| Biography | David Klug is a portfolio manager for the Core Fixed Income team at Allspring Global Investments. He focuses on credit. David joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, David served as a vice president for the Global Capital Markets division at Morgan Stanley. Before that, he was an analyst in the Investment Banking Funds group at Macquarie. David began his investment industry career in 2004. He earned a bachelor's degree in finance and economics from McGill University, where he graduated magna cum laude, and also completed the Program for Leadership Development at Harvard Business School. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and has completed the CFA Institute Certificate in ESG Investing. | ||
| Mary Gail Walton | Portfolio Manager | 1997 | 1997 |
| Biography | Walton, a 17-year veteran of the investment industry, is a municipal bond portfolio manager on the tax-exempt fixed income team at Wells Capital Management. She is responsible for over $1.5 billion tax-exempt mutual funds and separate corporate and individual accounts. Previously, Ms. Walton was employed at Dean Witter Reynolds, Inc. and Ragen MacKenzie, Inc., where she gained valuable experience with corporate bonds and fixed income securities sales. Her career includes extensive experience in tax-exempt portfolio management. A Chartered Financial Analyst charterholder, she received a bachelor’s degree in economics from the University of Washington. She is a member of the Association for Investment Management and Research (AIMR) and the Security Analysts of San Francisco. | ||
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