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American Century CA Interm-T T-Fr Bd Inv (BCITX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century CA Interm-T T-Fr Bd Inv (BCITX) Fund

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Graph of American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) ManagerFund Manager - Steven Permut

Fund Manager Information

Fund Manager Tenure: 16.9 years
Similar Funds: BCIAX  BCIYX 
Fund Family: American Century Investments
Fund Category: Muni California Intermediate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) ProfileAmerican Century CA Interm-T T-Fr Bd Inv Fund (BCITX) Profile

Fund Profile and Description

American Century CA Interm-T T-Fr Bd Inv Fund seeks income exempt from federal and California income taxes. American Century CA Interm-T T-Fr Bd Inv Fund invests at least 80% of assets in debt securities with interest payments exempt from federal and California income taxes. It invests primarily in intermediate-term California municipal securities of all maturity ranges. American Century CA Interm-T T-Fr Bd Inv Fund invests primarily in investment-grade securities. It may also invest up to 20% of assets in below investment-grade securities. American Century CA Interm-T T-Fr Bd Inv Fund’s weighted average maturity will be not less than three years no more than ten years. However, there is no maturity limit on individual securities.

 

American Century CA Interm-T T-Fr Bd Inv (BCITX) Fund Strength What we like about American Century CA Interm-T T-Fr Bd Inv (BCITX) Fund

Data for American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) as of May 30, 2016

  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) management has been with American Century CA Interm-T T-Fr Bd Inv Fund for 16.9 years
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.72, lower than category average of 3.5
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) has a lower expense ratio than its Muni California Intermediate average: 0.47% vs 0.79%
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) Weakness What we are cautious about American Century CA Interm-T T-Fr Bd Inv (BCITX) Fund

Data for American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) as of May 30, 2016

  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) has a less-than-ideal short-term performance (1-year return 4.82% vs 5.01% Muni California Intermediate category median performance)
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) has a less-than-ideal mid-term performance (3-year return 3.14% vs 3.45% Muni California Intermediate category median performance)
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) has a less-than-ideal Long-term performance (5-year return 4.28% vs 4.65% Muni California Intermediate category median performance)
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) has a Morningstar rating of 3 and below
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) is less safe compared to its Muni California Intermediate peers
  • American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) has an annual stock turnover rate of 30.00% that is higher than the Muni California Intermediate average of 16.45%. This could mean American Century CA Interm-T T-Fr Bd Inv is more nimble, but also signal potential high tax impact and high trading fees
See American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century CA Interm-T T-Fr Bd Inv Fund (BCITX)Compare with other top Muni California Intermediate category mutual funds

Aadditional top Muni California Intermediate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century CA Interm-T T-Fr Bd Inv2.254.823.144.28
AB Municipal Income California A (ALCAX)2.535.884.105.36Compare
Principal California Municipal A (SRCMX)3.587.635.577.16Compare
AB Municipal Income California Advisor (ALCVX)2.636.144.395.66Compare

See top fund managers for Muni California Intermediate Category Funds

 

Compare American Century CA Interm-T T-Fr Bd Inv Fund (BCITX)Compare with Muni California Intermediate category ETFs

Some Muni California Intermediate ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Cali AMT-Free Muni Bond (CMF)000

 

Graph of American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) Net Asset TrackingAmerican Century CA Interm-T T-Fr Bd Inv (BCITX) Fund Net Asset

Track net asset change of American Century CA Interm-T T-Fr Bd Inv fund (BCITX)

DateNet Asset
05/2016$1.58B
03/2016$1.56B
02/2016$1.55B
More historic net asset information on American Century CA Interm-T T-Fr Bd Inv Fund (BCITX)

  

Graph of American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) Portfolio TrackingAmerican Century CA Interm-T T-Fr Bd Inv (BCITX) Fund Portfolio Allocation

Track portfolio allocation change of American Century CA Interm-T T-Fr Bd Inv fund (BCITX)

DateCashStockBondOther
03/20165.2%0%94.8%0%
12/20154.86%0%95.14%0%
09/20156.23%0%93.77%0%
Click here to see more historic asset allocation information on American Century CA Interm-T T-Fr Bd Inv Fund (BCITX)

 

graph of American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) Top 10 Position TrackingTop 10 Holdings in American Century CA Interm-T T-Fr Bd Inv (BCITX) Fund

Discover what American Century CA Interm-T T-Fr Bd Inv Fund (BCITX) manager is buying

Mar 30, 2016
Sacramento Calif Mun Util Dist 4.5% [1.23%]
Long Beach Calif Hbr Rev Rev Bds 5% [1.21%]
California St Go Bds 5% [1.08%]
Univ Calif Revs For Prev Ltd Proj 0.01% [0.91%]
Stockton Calif Uni Sch Dist 5% [0.86%]
California St For Previous Iss Go 0.57% [0.79%]
California St Dept Wtr Res Pwr Pwr Su 5% [0.76%]
San Bernardino Calif Cmnty Col Go Bds [0.67%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.64%]

Dec 30, 2015
Long Beach Calif Hbr Rev Rev Bds 5% [1.63%]
Sacramento Calif Mun Util Dist 4.5% [1.28%]
California St Go Bds 5% [1.11%]
Univ Calif Revs For Prev Ltd Proj 0.01% [0.94%]
California St For Previous Iss Go 0.57% [0.81%]
California St Dept Wtr Res Pwr Pwr Su 5% [0.79%]
San Bernardino Calif Cmnty Col Go Bds [0.69%]
Metropolitan Wtr Dist 0.39% [0.66%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.66%]

Sep 29, 2015
Long Beach Calif Hbr Rev Rev Bds 5% [1.66%]
Sacramento Calif Mun Util Dist 4.5% [1.3%]
California St Go Bds 5% [1.1%]
Univ Calif Revs For Prev Ltd Proj 0.01% [0.93%]
California Health Facs Fing Au Var Ra 5% [0.88%]
California St For Previous Iss Go 0.57% [0.81%]
California St Dept Wtr Res Pwr Pwr Su 5% [0.8%]
Metropolitan Wtr Dist 0.17% [0.67%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.65%]
Click here for Stock Holding Change Map in American Century CA Interm-T T-Fr Bd Inv Fund (BCITX)

  

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