Morningstar

American Century California Intermediate-Term Tax-Free Bond Fund Investor Class BCITX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 11.26  /  −0.09 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Muni California Intermediate
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.04%
  • Effective Duration 5.33 years

USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:09 AM GMT+0

Morningstar’s Analysis BCITX

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

  • People Pillar

    The People Pillar is our evaluation of the BCITX 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 BCITX’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 Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BCITX

More BCITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EAST CNTY ADVANCED WTR PURIFICATION JT PWRS AUTH CALIF REV 3.125%

1.37 30M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.22 27M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

0.98 21M
municipal

UNIVERSITY CALIF REVS 5%

0.71 16M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

0.70 15M
municipal

UNIVERSITY CALIF REVS 5%

0.69 15M
Cash and Equivalents

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.59 13M
municipal

LOS ANGELES CALIF DEPT WTR & PWR WTRWKS REV 5%

0.58 13M
municipal

IRVINE RANCH CALIF WTR DIST 2.3%

0.57 13M
municipal

CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 5%

0.54 12M
municipal

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