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Allspring Minnesota Tax-free Fund - Class Admin (NWMIX)
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Wells Fargo Minnesota Tx-Fr Adm
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- Overview
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NWMIX Overview
On this page you'll find an in-depth profile of Allspring Minnesota Tax-free Fund - Class Admin. Learn about the key management, total assets, investment strategy and contact information of NWMIX among other information.
Investment Strategy
The investment seeks current income exempt from federal income tax and Minnesota individual income tax. The fund normally 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), and Minnesota 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. 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 20 years.
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 |
|---|---|---|---|
| Kerry Laurin | Analyst | 2020 | Now |
| Biography | Kerry Laurin is a senior municipal research analyst and portfolio manager for the Global Fixed Income Research team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before that, Kerry was a research analyst for Heartland Advisors, where she covered the taxable fixed income, consumer, and utility equity sectors. Previously, Kerry served as a compliance officer for M&I Investment Management. She began her investment industry career in 1999. Kerry earned a bachelor’s degree in English from Marquette University and a master’s degree in accounting from the University of Wisconsin, Milwaukee. She is a certified public accountant and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
| Bruce R. Johns | Research Analyst and Portfolio Manager | 2012 | Now |
| Biography | Bruce Johns is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. In this capacity, he manages national short to intermediate maturity strategies and certain state-specific mutual funds. Bruce joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Strong Capital Management, where he was a senior research analyst covering the health care sector. Prior to taking on the role of research analyst at Strong, his area of responsibility included all fixed income settlements operations. He earned a bachelor’s degree in business and finance from the University of Wisconsin, Parkside. Bruce is a member of the National Federation of Municipal Analysts and the Minnesota Society of Municipal Analysts. | ||
| Wendy Casetta | Senior Research Analyst | 2008 | 2020 |
| Biography | Wendy Casetta is a senior portfolio manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. She joined Wells Fargo Asset Management (WFAM) from Strong Capital Management where she held a similar position. Prior to joining Strong, Wendy was a fixed income trader and investment associate at Barnett Capital Advisors in Jacksonville, FL. She began her investment industry career in 1993 as a registered representative at the Nicholas Company in Milwaukee, WI. Wendy earned a bachelor’s degree in finance from the University of Wisconsin, Oshkosh, and a master’s degree in business administration from the University of North Florida, Jacksonville. | ||
| Adrian Van Poppel | Senior Portfolio Manager | 2005 | 2012 |
| 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. | ||
| Julio C. Bonilla | Vice President | 2009 | 2010 |
| 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. | ||
| Kenneth M. Salinger | Managing Director | 2006 | 2008 |
| Biography | Kenneth Salinger, CFA, Vice President and Head of Tax-Exempt Strategies, leads the portfolio management team for Schwab’s national and state-specific tax-free bond funds and municipal money market funds. He also has overall responsibility for all aspects of the management of each of the tax-free bond funds. Prior to joining Charles Schwab Investment Management, Inc in 2008, Mr. Salinger was a senior portfolio manager at Wells Capital Management, working on a team that managed municipal bond assets. He worked at American Century Investments from 1992 to 2006, where he was a vice president and senior portfolio manager, responsible for daily management of a number of national and state specific municipal bond funds. Mr. Salinger has worked in fixed-income asset management since 1994. | ||
| Duane McAllister | - | 2005 | 2006 |
| Biography | Duane has more than 30 years of investment experience managing fixed income portfolios, with a primary focus on the municipal market. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Duane obtained his undergraduate degree from Northern Illinois University and earned the Chartered Financial Analyst designation in 1991. He is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Duane was a Managing Director and Senior Portfolio Manager at BMO Global Asset Management where he was the lead portfolio manager for tax-free fixed income strategies. | ||
| Stephen Galiani | Director | 2004 | 2005 |
| 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. | ||
| Arthur C. Evans | Manager | 2004 | 2005 |
| Biography | Evans joined Wells Capital Management in 2000 managing public fixed income and municipal bond mutual funds and institutional private accounts on the Tax-Exempt Fixed Income Team. Prior to joining the firm in 2000, Evans was responsible for the investment operations of PennCorp Financial Group, a $6 billion life and health insurance company, as its Chief Investment Officer from 1995 to 1999. | ||
| Patricia Hovanetz | Principal | 1991 | 2004 |
| Biography | Hovanetz joined Wells Capital Management in 1998 as principal with the tax-exempt fixed-income team, and simultaneously held the position of director of tax-exempt fixed-income with Norwest Investment Management (since 1997) until both firms combined investment advisory services under the WCM name in 1999. Hovanetz has earned the right to use the Chartered Financial Analyst designation. | ||
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