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Commerce Natl Tax Free Interm Bd (CFNLX) Fund Ranking and Research

Ranking, Research and Recommendation of Commerce Natl Tax Free Interm Bd (CFNLX) Fund

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

 

Graph of Commerce Natl Tax Free Interm Bd Fund (CFNLX) ManagerFund Manager - Brent L. Schowe

Fund Manager Information

Fund Manager Tenure: 7.9 years
Fund Family: Commerce
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

Graph of Commerce Natl Tax Free Interm Bd Fund (CFNLX) ProfileCommerce Natl Tax Free Interm Bd Fund (CFNLX) Profile

Fund Profile and Description

Commerce Natl Tax Free Interm Bd Fund seeks current income exempt from federal income tax consistent with preservation of capital. Commerce Natl Tax Free Interm Bd Fund normally invests at least 80% of assets in municipal obligations that are exempt from federal income tax and the Alternative Minimum Tax. It invests in securities that are rated investment grade at the time of purchase by at least one nationally recognized statistical rating organization, or which are unrated but deemed by the Adviser to be of comparable quality to investment grade securities at the time of purchase. The average dollar-weighted effective maturity of the Fund’s portfolio securities will be three to ten years.

 

Commerce Natl Tax Free Interm Bd (CFNLX) Fund Strength What we like about Commerce Natl Tax Free Interm Bd (CFNLX) Fund

Data for Commerce Natl Tax Free Interm Bd Fund (CFNLX) as of May 30, 2016

  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) management has been with Commerce Natl Tax Free Interm Bd Fund for 7.9 years
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) has good short-term performance (1-year return 4.86% vs 4.71% Muni National Interm category median performance)
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) has good Long-term performance (5-year return 4.37% vs 4.14% Muni National Interm category median performance)
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) ratio of up-years vs down years is greater than 2
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) has a Morningstar rating of 4 and above
  • Asset base in Commerce Natl Tax Free Interm Bd Fund (CFNLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) has a lower expense ratio than its Muni National Interm average: 0.64% vs 0.80%
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Commerce Natl Tax Free Interm Bd Fund (CFNLX) Weakness What we are cautious about Commerce Natl Tax Free Interm Bd (CFNLX) Fund

Data for Commerce Natl Tax Free Interm Bd Fund (CFNLX) as of May 30, 2016

  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) has a less-than-ideal mid-term performance (3-year return 2.41% vs 3.10% Muni National Interm category median performance)
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) is less safe compared to its Muni National Interm peers
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) has an annual stock turnover rate of 36.00% that is higher than the Muni National Interm average of 22.40%. This could mean Commerce Natl Tax Free Interm Bd is more nimble, but also signal potential high tax impact and high trading fees
  • Commerce Natl Tax Free Interm Bd Fund (CFNLX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.3 that is higher than category average of 3.29
See Commerce Natl Tax Free Interm Bd Fund (CFNLX) performance details as of May 30, 2016

 

What do you think?

 

Compare Commerce Natl Tax Free Interm Bd Fund (CFNLX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Commerce Natl Tax Free Interm Bd2.334.862.414.37
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Commerce Natl Tax Free Interm Bd Fund (CFNLX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Commerce Natl Tax Free Interm Bd Fund (CFNLX) Net Asset TrackingCommerce Natl Tax Free Interm Bd (CFNLX) Fund Net Asset

Track net asset change of Commerce Natl Tax Free Interm Bd fund (CFNLX)

DateNet Asset
05/2016$327.01M
03/2016$318.64M
02/2016$310.40M
More historic net asset information on Commerce Natl Tax Free Interm Bd Fund (CFNLX)

  

Graph of Commerce Natl Tax Free Interm Bd Fund (CFNLX) Portfolio TrackingCommerce Natl Tax Free Interm Bd (CFNLX) Fund Portfolio Allocation

Track portfolio allocation change of Commerce Natl Tax Free Interm Bd fund (CFNLX)

DateCashStockBondOther
04/20165.06%0.01%94.93%0%
01/20169.07%0.01%90.92%0%
12/20151.19%0.02%98.79%0%
Click here to see more historic asset allocation information on Commerce Natl Tax Free Interm Bd Fund (CFNLX)

 

graph of Commerce Natl Tax Free Interm Bd Fund (CFNLX) Top 10 Position TrackingTop 10 Holdings in Commerce Natl Tax Free Interm Bd (CFNLX) Fund

Discover what Commerce Natl Tax Free Interm Bd Fund (CFNLX) manager is buying

Apr 29, 2016
T. Rowe Price Tax-Free High Yield [1.84%]
Louisiana Loc Govt Environment Hosp 5.5% [1.8%]
New Jersey Econ Dev Auth [1.45%]
Kansas St Dev Fin Auth 4% [1.4%]
Louisiana Pub Facs Auth 5.25% [1.35%]
Washington D C Met Area Tran A Rev 5.25% [1.35%]
Wichita Falls Tex Wtr & Swr Re Ref 4.5% [1.27%]
Wayne St Univ Mich Univ Revs Rev Bds 5% [1.11%]
Newberry Investing In Children Rev Re 5% [1.1%]
Manchester N H Arpt Rev Gen Rev R 5% [1.05%]

Jan 30, 2016
T. Rowe Price Tax-Free High Yield [1.91%]
Louisiana Loc Govt Environment Hosp 5.5% [1.88%]
New Jersey Econ Dev Auth [1.51%]
Kansas St Dev Fin Auth 4% [1.46%]
Louisiana Pub Facs Auth 5.25% [1.4%]
Wichita Falls Tex Wtr & Swr Re Ref 4.5% [1.33%]
Newberry Investing In Children Rev Re 5% [1.14%]
Manchester N H Arpt Rev Gen Rev R 5% [1.1%]
Adams Cnty Colo Ctfs Partn Ref And I 4% [1.05%]
Illinois St Go Bds 4% [1.04%]

Dec 30, 2015
T. Rowe Price Tax-Free High Yield [2.02%]
Louisiana Loc Govt Environment Hosp 5.5% [1.99%]
New Jersey Econ Dev Auth [1.61%]
Louisiana Pub Facs Auth 5.25% [1.47%]
Wichita Falls Tex Wtr & Swr Re Ref 4.5% [1.41%]
Chicago Ill O Hare Intl Arpt R Rev Bd 5% [1.37%]
Newberry Investing In Children Rev Re 5% [1.2%]
Manchester N H Arpt Rev Gen Rev R 5% [1.15%]
Sylvania Ohio City Sch Dist 4% [1.13%]
Texas St College S 6% [1.11%]
Click here for Stock Holding Change Map in Commerce Natl Tax Free Interm Bd Fund (CFNLX)

  

Latest News on Commerce Natl Tax Free Interm Bd (CFNLX) Fund

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