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Fund Intelligence | Best Managers | MITFX Insights | MITFX Score | MITFX Performance | MITFX Manager | MITFX News | MITFX Allocation | MITFX Holdings Change

Mutual Fund Insights: Marshall Intermediate Tax-Free Inv Fund (MITFX)

In-depth Analysis of Marshall Intermediate Tax-Free Inv Fund (MITFX)

Mutual fund chart: Marshall Intermediate Tax-Free Inv Fund (MITFX)

3 months
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1 year
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See Marshall Intermediate Tax-Free Inv Fund (MITFX) performance details as of January 31, 2010

  

    Last Trade: $10.57 on 3/12/2010, Change: 0.00 (0%)

  

Fund Manager - John D. Boritzke

Fund Manager Tenure: 16.1 years
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Boritzke is a vice president and fixed-income portfolio manager with M&I Investment Management Corporation, his employer since 1983. Boritzke believes that the municipal-bond market is a true representation of the forces of supply and demand and, as such, opportunities are created when supply pressure builds. Demand, he says, is directly related to tax burdens. Boritzke holds the Chartered Financial Analyst designation.  Get more insights on John D. Boritzke

  

What we like about Marshall Intermediate Tax-Free Inv Fund (MITFX) What we like about Marshall Intermediate Tax-Free Inv Fund (MITFX)

Data for Marshall Intermediate Tax-Free Inv Fund (MITFX) as of January 31, 2010

  • Marshall Intermediate Tax-Free Inv Fund (MITFX) management has been with Marshall Intermediate Tax-Free Inv Fund for 16.1 years
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) has good short-term performance (1-year return 10.05% vs 7.83% Muni National Interm category average)
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) has good mid-term performance (3-year return 6.10% vs 4.03% Muni National Interm category average)
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) has good Long-term performance (5-year return 4.43% vs 3.40% Muni National Interm category average)
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) ratio of up-years vs down years is greater than 2
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) has a Morningstar rating of 4 and above
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.74, lower than category average of 5.4
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) has a lower management fee than its Muni National Interm average: 0.56% vs 0.90%
  • Marshall Intermediate Tax-Free Inv Fund (MITFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Marshall Intermediate Tax-Free Inv Fund (MITFX) What we are cautious about Marshall Intermediate Tax-Free Inv Fund (MITFX)

Data for Marshall Intermediate Tax-Free Inv Fund (MITFX) as of January 31, 2010

  • Marshall Intermediate Tax-Free Inv Fund (MITFX) has an annual stock turnover rate of 92.00% that is higher than the Muni National Interm average of 37.44%. This could mean Marshall Intermediate Tax-Free Inv is more nimble, but also signal potential high tax impact and high trading fees
See Marshall Intermediate Tax-Free Inv Fund (MITFX) performance details as of January 31, 2010

  

  

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Marshall Intermediate Tax-Free Inv Fund (MITFX) Net Asset

Track net asset change of Marshall Intermediate Tax-Free Inv fund (MITFX)

DateNet Asset
01/2010$229.73M
11/2009$173.50M
10/2009$163.46M
More historic net asset information on Marshall Intermediate Tax-Free Inv Fund (MITFX)

  

Marshall Intermediate Tax-Free Inv Fund (MITFX) Portfolio Allocation

Track portfolio allocation change of Marshall Intermediate Tax-Free Inv fund (MITFX)

DateCashStockBondOther
10/20096.86%0%92.69%0.45%
09/20096.86%0%92.69%0.45%
07/20098.13%0%91.24%0.63%
Click here to see more historic asset allocation information on Marshall Intermediate Tax-Free Inv Fund (MITFX)

  

Most Recent Top 10 Holdings in Marshall Intermediate Tax-Free Inv Fund (MITFX)

Discover what Marshall Intermediate Tax-Free Inv Fund (MITFX) manager is buying

31-Oct-09
Marshall Tax-Free Money Market Instl [5.92%]
Fargo N D Health Sys Rev Rev Bds 5.75% [1.84%]
Michigan St Grant Ant 5.25% [1.31%]
Florida St Brd Ed Lottery Rev Lottery 5% [1.29%]
Pennsylvania St Indl Dev Auth 5.5% [1.27%]
San Antonio Tex Elec & Gas Rev Ref Re 5% [1.26%]
Washington St Higher Ed Facs A Refund 5% [1.24%]
Yellowstone Cnty Mont Health C Sub 5.25% [1.18%]
Sca Tax Exempt Tr FRN [1.1%]
Clark Cnty Nev Sch Dist 5% [1.06%]

30-Sep-09
Marshall Tax-Free Money Market Instl [4.63%]
Fargo N D Health Sys Rev Rev Bds 5.75% [1.92%]
Michigan St Grant Ant 5.25% [1.37%]
Florida St Brd Ed Lottery Rev Lottery 5% [1.36%]
San Antonio Tex Elec & Gas Rev Ref Re 5% [1.34%]
Pennsylvania St Indl Dev Auth 5.5% [1.34%]
Yellowstone Cnty Mont Health C Sub 5.25% [1.33%]
Washington St Higher Ed Facs A Refund 5% [1.32%]
Highlands Cnty Fla Health Facs Var-Adven [1.27%]
Pima Cnty Ariz Indl Dev Auth 5.25% [1.2%]

31-Jul-09
Marshall Tax-Free Money Market Instl [6.34%]
Fargo N D Health Sys Rev Rev Bds 5.75% [2.29%]
Florida St Brd Ed Lottery Rev Lottery 5% [1.6%]
Michigan St Grant Ant 5.25% [1.58%]
Pennsylvania St Indl Dev Auth 5.5% [1.57%]
San Antonio Tex Elec & Gas Rev Ref Re 5% [1.55%]
Highlands Cnty Fla Health Facs Var-Adven [1.51%]
Clark Cnty Nev Sch Dist 5% [1.26%]
Orange Cnty Fla Health Facs Au Var Rev B [1.22%]
Iowa Fin Auth 5% [1.19%]
Click here for Stock Holding Change Map in Marshall Intermediate Tax-Free Inv Fund (MITFX)

  

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