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Mutual Fund Insights: American Century Tax-Free Bond Inv Fund (TWTIX)

In-depth Analysis of American Century Tax-Free Bond Inv Fund (TWTIX)

Mutual fund chart: American Century Tax-Free Bond Inv Fund (TWTIX)

3 months
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1 year
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See American Century Tax-Free Bond Inv Fund (TWTIX) performance details as of February 28, 2010

  

    Last Trade: $11.06 on 3/19/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Alan Kruss

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Alan Kruss is Vice President and Portfolio Manager. Alan Kruss joined American Century Investments in 1997. Alan Kruss became a portfolio manager in 2001. Alan Kruss has shared primary responsibility for the management of the fund since 2008, and has served on teams managing fixed-income investments since joining the advisor.  Get more insights on Alan Kruss

  

What we like about American Century Tax-Free Bond Inv Fund (TWTIX) What we like about American Century Tax-Free Bond Inv Fund (TWTIX)

Data for American Century Tax-Free Bond Inv Fund (TWTIX) as of February 28, 2010

  • American Century Tax-Free Bond Inv Fund (TWTIX) has good mid-term performance (3-year return 4.69% vs 4.00 % Muni National Interm category average)
  • American Century Tax-Free Bond Inv Fund (TWTIX) has good Long-term performance (5-year return 4.26% vs 3.70 % Muni National Interm category average)
  • American Century Tax-Free Bond Inv Fund (TWTIX) ratio of up-years vs down years is greater than 2
  • American Century Tax-Free Bond Inv Fund (TWTIX) has a Morningstar rating of 4 and above
  • American Century Tax-Free Bond Inv Fund (TWTIX) has an annual stock turnover rate of 37.00% vs Muni National Interm average of 42.33%. It is good that American Century Tax-Free Bond Inv management does not trade extensively for its return.
  • American Century Tax-Free Bond Inv Fund (TWTIX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.94, lower than category average of 5.39
  • American Century Tax-Free Bond Inv Fund (TWTIX) has a lower management fee than its Muni National Interm average: 0.49% vs 0.90%
  • American Century Tax-Free Bond Inv Fund (TWTIX) 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 Tax-Free Bond Inv Fund (TWTIX) What we are cautious about American Century Tax-Free Bond Inv Fund (TWTIX)

Data for American Century Tax-Free Bond Inv Fund (TWTIX) as of February 28, 2010

  • American Century Tax-Free Bond Inv Fund (TWTIX) management has been with American Century Tax-Free Bond Inv Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • American Century Tax-Free Bond Inv Fund (TWTIX) has a less-than-ideal short-term performance (1-year return 8.62% vs 9.19 % Muni National Interm category average)
See American Century Tax-Free Bond Inv Fund (TWTIX) performance details as of February 28, 2010

  

  

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American Century Tax-Free Bond Inv Fund (TWTIX) Net Asset

Track net asset change of American Century Tax-Free Bond Inv fund (TWTIX)

DateNet Asset
02/2010$1.72B
01/2010$1.55B
11/2009$1.46B
More historic net asset information on American Century Tax-Free Bond Inv Fund (TWTIX)

  

American Century Tax-Free Bond Inv Fund (TWTIX) Portfolio Allocation

Track portfolio allocation change of American Century Tax-Free Bond Inv fund (TWTIX)

DateCashStockBondOther
09/20091.85%0%98%0.14%
06/20092.38%0%97.47%0.16%
03/20092.9%0%97.1%0%
Click here to see more historic asset allocation information on American Century Tax-Free Bond Inv Fund (TWTIX)

  

Most Recent Top 10 Holdings in American Century Tax-Free Bond Inv Fund (TWTIX)

Discover what American Century Tax-Free Bond Inv Fund (TWTIX) manager is buying

30-Sep-09
Pennsylvania St Go Ref Bd 5% [1.15%]
California St Go Bds 5.75% [1.15%]
Pittsburgh Pa Go Ref Bd 5.25% [1.12%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [1.11%]
Metropolitan Pier & Exposition Rev Bds [0.98%]
Puerto Rico Comwlth Aqueduct & Rev Bd 5% [0.86%]
Massachusetts St Health & Edl Rev 5.75% [0.77%]
Maryland St Cap Impt 5.25% [0.76%]
New York St Loc Govt Assistanc Ref Bd 5% [0.75%]
Pennsylvania St Tpk Commn Tpk Sub 5.25% [0.74%]

30-Jun-09
Pittsburgh Pa Go Ref Bd 5.25% [1.24%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [1.17%]
Metropolitan Pier & Exposition Rev Bds [1%]
Puerto Rico Comwlth Aqueduct & Rev Bd 5% [0.96%]
Maryland St Cap Impt 5.25% [0.86%]
Massachusetts St Health & Edl Rev 5.75% [0.84%]
Massachusetts St G.O Bds 5.5% [0.84%]
Minnesota St Go St Var 5% [0.84%]
New York St Loc Govt Assistanc Ref Bd 5% [0.83%]
Engy Northwest Wash Elec Rev Rev Bds 6% [0.81%]

31-Mar-09
Pittsburgh Pa Go Ref Bd 5.25% [1.4%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [1.3%]
Puerto Rico Comwlth Aqueduct & Rev Bd 5% [1.05%]
Maryland St Cap Impt 5.25% [0.96%]
Massachusetts St G.O Bds 5.5% [0.94%]
Minnesota St Go St Var 5% [0.94%]
MASSACHUSETTS ST HEALTH & EDL REV BDS [0.93%]
Maryland St Go Bds 5% [0.9%]
Engy Northwest Wash Elec Rev Rev Bds 6% [0.9%]
California St Dept Wtr Res Cent Vy Pr 5% [0.89%]
Click here for Stock Holding Change Map in American Century Tax-Free Bond Inv Fund (TWTIX)

  

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