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Morningstar

American Century IntermTrm Tx-Fr Bd Y ATBYX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 10.70  /  −0.08 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.28%
  • Effective Duration 5.11 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ATBYX

Will ATBYX outperform in 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 ATBYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ATBYX 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 ATBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A conventional muni approach.

Associate Analyst Elizabeth Templeton

Elizabeth Templeton

Associate Analyst

Summary

American Century Intermediate-Term Tax-Free Bond’s seasoned managers employ a thorough process that incorporates improved analytical tools. However, a compact team limits the approach. The strategy receives a Morningstar Medalist Rating of Neutral for most share classes, while its most expensive is rated Negative.

by Elizabeth Templeton
Rated on Published on

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Portfolio Holdings ATBYX

More ATBYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CENTRAL PLAINS ENERGY PROJ NEB GAS PROJ REV 5%

1.00 37.2 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

0.55 20.3 Mil
municipal

NEW JERSEY ST TRANSN TR FD AUTH 5%

0.51 18.8 Mil
municipal

ILLINOIS ST 5.125%

0.49 18.1 Mil
municipal

HASTINGS CAMPUS HSG FIN AUTH CALIF CAMPUS HSG REV 5%

0.48 17.6 Mil
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5.5%

0.46 17.2 Mil
municipal

NORTH CAROLINA ST GRANT ANTIC REV 5%

0.45 16.5 Mil
municipal

DISTRICT COLUMBIA INCOME TAX REV 5%

0.44 16.3 Mil
municipal

ILLINOIS ST 5%

0.43 15.9 Mil
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5.25%

0.43 15.9 Mil
municipal