Mutual Fund Insights: American Century CA Long-Term T/F Inv Fund (BCLTX)

In-depth Analysis of American Century CA Long-Term T/F Inv Fund (BCLTX)

3 months 6 months 1 year 3 year 5 year

See American Century CA Long-Term T/F Inv Fund (BCLTX) performance details as of January 31, 2010

  

Last Trade: $10.81 on 3/18/2010, Change: +0.01 (0.09%)

  

Fund Manager - G. David MacEwen

Fund Manager Tenure: 18.9 years
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

MacEwen joined American Century in May 1991 as a portfolio manager for various fixed income strategies until 2001 when he became Chief Investment Officer for all fixed income strategies.  Get more insights on G. David MacEwen

  

 What we like about American Century CA Long-Term T/F Inv Fund (BCLTX)

Data for American Century CA Long-Term T/F Inv Fund (BCLTX) as of January 31, 2010

• American Century CA Long-Term T/F Inv Fund (BCLTX) management has been with American Century CA Long-Term T/F Inv Fund for 18.9 years
• American Century CA Long-Term T/F Inv Fund (BCLTX) has good mid-term performance (3-year return 2.97% vs 1.89% Muni California Long category average)
• American Century CA Long-Term T/F Inv Fund (BCLTX) has good Long-term performance (5-year return 3.16% vs 2.63% Muni California Long category average)
• American Century CA Long-Term T/F Inv Fund (BCLTX) ratio of up-years vs down years is greater than 2
• American Century CA Long-Term T/F Inv Fund (BCLTX) has a Morningstar rating of 4 and above
• American Century CA Long-Term T/F Inv Fund (BCLTX) is less volatile than its peers as it has a 3-year Standard Deviation of 7, lower than category average of 8.45
• American Century CA Long-Term T/F Inv Fund (BCLTX) has a lower management fee than its Muni California Long average: 0.49% vs 1.04%
• American Century CA Long-Term T/F Inv Fund (BCLTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about American Century CA Long-Term T/F Inv Fund (BCLTX)

Data for American Century CA Long-Term T/F Inv Fund (BCLTX) as of January 31, 2010

• American Century CA Long-Term T/F Inv Fund (BCLTX) has a less-than-ideal short-term performance (1-year return 9.05% vs 12.39% Muni California Long category average)
• American Century CA Long-Term T/F Inv Fund (BCLTX) has an annual stock turnover rate of 36.00% that is higher than the Muni California Long average of 32.53%. This could mean American Century CA Long-Term T/F Inv is more nimble, but also signal potential high tax impact and high trading fees

See American Century CA Long-Term T/F Inv Fund (BCLTX) performance details as of January 31, 2010

  

  

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American Century CA Long-Term T/F Inv Fund (BCLTX) Net Asset

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

Date	Net Asset
01/2010	$410.94M
11/2009	$407.82M
10/2009	$408.55M

More historic net asset information on American Century CA Long-Term T/F Inv Fund (BCLTX)

  

American Century CA Long-Term T/F Inv Fund (BCLTX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	0.35%	0%	99.65%	0%
06/2009	0%	0%	100%	0%
03/2009	1.51%	0%	98.49%	0%

Click here to see more historic asset allocation information on American Century CA Long-Term T/F Inv Fund (BCLTX)

  

Most Recent Top 10 Holdings in American Century CA Long-Term T/F Inv Fund (BCLTX)

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

30-Sep-09 Golden St Tob Securitization C Tob 5.75% [2.77%] M-S-R Pub Pwr Agy Calif San Ju Pub 6.75% [2.33%] California St Go Bds 5% [2.19%] METROPOLITAN WTR DIST SOUTHN C WTR REV R [2.11%] California Health Facs Fing Au Ho 5.875% [2.07%] CALIFORNIA STATEWIDE CMNTYS DE REF REV B [1.95%] Southern Calif Pub Pwr Auth 6.75% [1.91%] California Edl Facs Auth 5.5% [1.75%] California St Go Bds 5% [1.61%] Vista Calif Ctfs Partn Cops 5% [1.58%]

30-Jun-09 CALIFORNIA STATEWIDE CMNTYS DE REF REV B [2.51%] M-S-R Pub Pwr Agy Calif San Ju Pub 6.75% [2.44%] Golden St Tob Securitization C Tob 5.75% [2.16%] Metropolitan Wtr Dist [2.15%] California Health Facs Fing Au Ho 5.875% [2.1%] Southern Calif Pub Pwr Auth 6.75% [2.06%] California St Go Bds 5% [2.03%] San Diego Cnty Calif Ctfs Part Re 5.625% [1.94%] California Edl Facs Auth 5.5% [1.89%] Imperial Irr Dist 5.5% [1.6%]

31-Mar-09 M-S-R Pub Pwr Agy Calif San Ju Pub 6.75% [2.7%] California Statewide Cmntys De Hos 5.25% [2.66%] California Statewide Cmntys De Ref Re 5% [2.54%] Imperial Irr Dist 5.5% [2.37%] California Edl Facs Auth 5.5% [2.19%] Metropolitan Wtr Dist [2.19%] Southern Calif Pub Pwr Auth 6.75% [2.14%] California Health Facs Fing Au Ho 5.875% [2.12%] California St Pub Wks Brd Leas Lease 5% [2.07%] Golden St Tob Securitization C Tob 5.75% [2.07%]

Click here for Stock Holding Change Map in American Century CA Long-Term T/F Inv Fund (BCLTX)

  

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Latest News on American Century CA Long-Term T/F Inv (BCLTX)

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See more information on American Century CA Long-Term T/F Inv Fund (BCLTX)

• American Century CA Long-Term T/F Inv Fund Insights
• American Century CA Long-Term T/F Inv Fund Performance Data
• American Century CA Long-Term T/F Inv Fund News
• American Century CA Long-Term T/F Inv Fund Score Explaination
• American Century CA Long-Term T/F Inv Fund Manager Information
• Historic American Century CA Long-Term T/F Inv Fund Asset Allocation Report
• Historic American Century CA Long-Term T/F Inv Fund Top 10 Holding Tracking
• Historic American Century CA Long-Term T/F Inv Fund Asset Under Management Tracking