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Morningstar

American Century CA Interm-T T-Fr Bd I BCTIX

Morningstar Analyst Rating
Quantitative rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 11.26  /  0.08 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.260%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Muni California Intermediate
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.44%
  • Effective Duration 5.24 years

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis BCTIX

Will BCTIX 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 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.

Summary

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American Century CA Interm-T T-Fr Bd I's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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