Morningstar

American Century California Intermediate-Term Tax-Free Bond Fund I Class BCTIX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $10.93  /  +0.28 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 0.270%
  • Net Expense Ratio 0.260%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Muni California Intermediate
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 3.48%
  • Average Effective Duration 5.82 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis BCTIX

Will BCTIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century CA Interm-T T-Fr Bd I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BCTIX

More BCTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.06 21M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

1.01 20M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.92 19M
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5%

0.75 15M
municipal

UNIVERSITY CALIF REVS 5%

0.74 15M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

0.72 15M
municipal

CALIFORNIA HSG FIN AGY LTD OBLIG MULTIFAMILY HSG REV 2.9%

0.66 13M
municipal

CALIFORNIA MUN FIN AUTH MULTIFAMILY HSG REV 4.35%

0.57 12M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.56 11M
municipal

CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 5%

0.55 11M
municipal

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