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Allspring California Tax-free Fund - Class Inst (SGTIX)
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10/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 293.98M
Wells Fargo California Tax-Free Inst
10.51
-0.04
-0.38%
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SGTIX Overview
On this page you'll find an in-depth profile of Allspring California Tax-free Fund - Class Inst. Learn about the key management, total assets, investment strategy and contact information of SGTIX among other information.
Investment Strategy
The investment seeks current income exempt from federal income tax and California individual income tax. The fund invests at least 80% of its net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax (AMT), 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. The fund invests up to 10% of its total assets in below investment-grade municipal securities, and invests up to 10% of the fund's total assets in inverse floaters. It is non-diversified.
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 Municipal Fixed Income team at Allspring Global Investments. He is responsible for managing national and state-specific mutual funds, insurance accounts, and separate accounts. Terry joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before this, he served as head of the WFAM Tax-Exempt Research team, leading the group responsible for providing credit research to the Municipal Fixed Income team. Prior to joining WFAM, Terry 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 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 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. In this role, he is responsible for the management of state-specific mutual funds, national mutual funds, and institutional separate accounts. Adrian joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He began his investment industry career in 1996. Adrian earned a bachelor’s degree in business administration and economics and 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. | ||
| Robert J. Miller | Senior Portfolio Manager | 2011 | 2019 |
| Biography | Robert Miller is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments, where he manages mutual funds and separate accounts. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Robert worked for American Century Investments, where he was part of a team managing the firm’s municipal bond portfolios. Robert had direct responsibility for the firm’s national intermediate- and long-term investment-grade strategies. In addition, he managed several other state-specific funds for the firm. Robert also served as a member of its analytical team. Earlier, Robert was a municipal bond analyst with Moody’s Investors Service, where he served as an analyst in the States and High Profile Ratings Group as well as the Airport Credit Group, the Southeast Regional Ratings Group, and the Mid-Atlantic Regional Ratings Group. He also founded a small venture capital firm and served as a consultant with Black and Veatch and KPMG Peat Marwick, where he specialized in conducting financial feasibility studies in support of large infrastructure projects. Robert earned a bachelor’s degree in business administration with an emphasis in finance from San Jose State University and a master’s degree in business administration from the Leonard N. Stern School of Business at New York University. | ||
| Stephen Galiani | Director | 1999 | 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. | ||
| Laura L. Milner | Portfolio Manager | 1996 | 1999 |
| 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 | Portfolio Manager | 1988 | 1999 |
| Biography | David Klug is a portfolio manager for the Core Fixed Income team at Allspring Global Investments. In this role, 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. | ||
| David B. Wines | Vice President, Senior Portfolio Manager | 1992 | 1996 |
| Biography | Wines is a vice president and senior portfolio manager at Wells Fargo, his employer since 1990. Previously, he worked at Electric Power Research Institute and Matson Navigation Company. His experience with municipal-bond portfolio management began in 1982. Wines holds the Chartered Financial Analyst designation and a member of the Security Analysts of San Francisco. | ||
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