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American Century CA Long-Term T/F Instl (BCLIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century CA Long-Term T/F Instl (BCLIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Century CA Long-Term T/F Instl Fund (BCLIX) ManagerFund Manager - Alan M. Kruss

Fund Manager Information

Fund Manager Tenure: 7.9 years
Similar Funds: BCLTX  BCHIX 
Fund Family: American Century Investments
Fund Category: Muni California Long
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of American Century CA Long-Term T/F Instl Fund (BCLIX) ProfileAmerican Century CA Long-Term T/F Instl Fund (BCLIX) Profile

Fund Profile and Description

American Century CA Long-Term T/F Instl Fund seeks interest income exempt from federal and California income taxes. American Century CA Long-Term T/F Instl Fund invests at least 80% of assets in debt securities issued by cities, counties and other municipalities in California and U.S. territories that have interest payments exempt from federal and California income taxes. It may also invest up to 20% of assets in below investment-grade securities.

 

American Century CA Long-Term T/F Instl (BCLIX) Fund Strength What we like about American Century CA Long-Term T/F Instl (BCLIX) Fund

Data for American Century CA Long-Term T/F Instl Fund (BCLIX) as of May 30, 2016

  • American Century CA Long-Term T/F Instl Fund (BCLIX) management has been with American Century CA Long-Term T/F Instl Fund for 7.9 years
  • American Century CA Long-Term T/F Instl Fund (BCLIX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century CA Long-Term T/F Instl Fund (BCLIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century CA Long-Term T/F Instl Fund (BCLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.53, lower than category average of 4.35
  • American Century CA Long-Term T/F Instl Fund (BCLIX) has a lower expense ratio than its Muni California Long average: 0.27% vs 0.88%
  • American Century CA Long-Term T/F Instl Fund (BCLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century CA Long-Term T/F Instl Fund (BCLIX) Weakness What we are cautious about American Century CA Long-Term T/F Instl (BCLIX) Fund

Data for American Century CA Long-Term T/F Instl Fund (BCLIX) as of May 30, 2016

  • American Century CA Long-Term T/F Instl Fund (BCLIX) has a less-than-ideal short-term performance (1-year return 6.55% vs 6.63% Muni California Long category median performance)
  • American Century CA Long-Term T/F Instl Fund (BCLIX) has a less-than-ideal Long-term performance (5-year return 6.15% vs 6.44% Muni California Long category median performance)
  • American Century CA Long-Term T/F Instl Fund (BCLIX) has a Morningstar rating of 3 and below
  • American Century CA Long-Term T/F Instl Fund (BCLIX) is less safe compared to its Muni California Long peers
  • American Century CA Long-Term T/F Instl Fund (BCLIX) has an annual stock turnover rate of 31.00% that is higher than the Muni California Long average of 19.12%. This could mean American Century CA Long-Term T/F Instl is more nimble, but also signal potential high tax impact and high trading fees
See American Century CA Long-Term T/F Instl Fund (BCLIX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century CA Long-Term T/F Instl Fund (BCLIX)Compare with other top Muni California Long category mutual funds

Aadditional top Muni California Long mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century CA Long-Term T/F Instl3.026.554.686.15
Franklin CA High Yield Municipal A (FCAMX)4.218.376.058.83Compare
Invesco CA Tax-Free Income Y (CLFDX)3.587.595.247.01Compare
Nuveen CA Municipal Bond A (NCAAX)3.718.316.057.83Compare

See top fund managers for Muni California Long Category Funds

 

Compare American Century CA Long-Term T/F Instl Fund (BCLIX)Compare with Muni California Long category ETFs

Some Muni California Long ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Nuveen Barclays CA Muni Bd ETF (CXA)3.30%7.63%5.25%

 

Graph of American Century CA Long-Term T/F Instl Fund (BCLIX) Net Asset TrackingAmerican Century CA Long-Term T/F Instl (BCLIX) Fund Net Asset

Track net asset change of American Century CA Long-Term T/F Instl fund (BCLIX)

DateNet Asset
05/2016$348.80M
03/2016$344.02M
02/2016$341.73M
More historic net asset information on American Century CA Long-Term T/F Instl Fund (BCLIX)

  

Graph of American Century CA Long-Term T/F Instl Fund (BCLIX) Portfolio TrackingAmerican Century CA Long-Term T/F Instl (BCLIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century CA Long-Term T/F Instl fund (BCLIX)

DateCashStockBondOther
03/20166.14%0%93.86%0%
12/20153.02%0%96.98%0%
09/20155.03%0%94.97%0%
Click here to see more historic asset allocation information on American Century CA Long-Term T/F Instl Fund (BCLIX)

 

graph of American Century CA Long-Term T/F Instl Fund (BCLIX) Top 10 Position TrackingTop 10 Holdings in American Century CA Long-Term T/F Instl (BCLIX) Fund

Discover what American Century CA Long-Term T/F Instl Fund (BCLIX) manager is buying

Mar 30, 2016
San Bernardino Calif Cmnty Col Go Bds [2.32%]
California St G O Bds 6% [1.72%]
California St Go Bds 6.5% [1.71%]
California Health Facs Fing Au Rev 6.5% [1.55%]
California Edl Facs Auth 5.625% [1.5%]
Los Angeles Calif Dept Wtr & P Pwr 5.25% [1.28%]
Stockton Calif Uni Sch Dist 5% [1.24%]
Manhattan Beach Calif Uni Sch Cap Appre [1.17%]
California Health Facs Fing Au Rev Bd 6% [1.14%]
Foothill / Eastern Transn Corr Ref Re 6% [1.13%]

Dec 30, 2015
San Bernardino Calif Cmnty Col Go Bds [2.35%]
California St G O Bds 6% [1.78%]
California St Go Bds 6.5% [1.77%]
California Health Facs Fing Au Rev 6.5% [1.6%]
California Edl Facs Auth 5.625% [1.56%]
Los Angeles Calif Dept Wtr & P Pwr 5.25% [1.32%]
California Health Facs Fing Au Rev Bd 6% [1.17%]
Manhattan Beach Calif Uni Sch Cap Appre [1.17%]
Foothill / Eastern Transn Corr Ref Re 6% [1.16%]
California St Go Bds 5% [1.08%]

Sep 29, 2015
San Bernardino Calif Cmnty Col Go Bds [2.15%]
California Pollutn Ctl Fing Au Rev 0.01% [2.11%]
California St G O Bds 6% [1.75%]
California St Go Bds 6.5% [1.74%]
California Health Facs Fing Au Rev 6.5% [1.57%]
California Edl Facs Auth 5.625% [1.54%]
Los Angeles Calif Dept Wtr & P Pwr 5.25% [1.29%]
California Health Facs Fing Au Rev Bd 6% [1.14%]
Foothill / Eastern Transn Corr Ref Re 6% [1.11%]
Manhattan Beach Calif Uni Sch Cap Appre [1.11%]
Click here for Stock Holding Change Map in American Century CA Long-Term T/F Instl Fund (BCLIX)

  

Latest News on American Century CA Long-Term T/F Instl (BCLIX) Fund

See what is happening with American Century CA Long-Term T/F Instl Fund (BCLIX)

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American Century CA Long-Term T/F Instl Fund (BCLIX) Related ResourcesSee more information on American Century CA Long-Term T/F Instl (BCLIX) Fund

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