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BMO Intermediate Tax-Free Y (MITFX)

11.17 0.00(0.00%) Jul 22
Prev Close:11.17
YTD Return*:4.64%
Net Assets*:1.34B
Yield*:2.56%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MITFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Port Port Arthur Tex Nav Dist1.03N/A
Gulf Breeze Fla Rev Rev Bds 1.75%0.91N/A
New York St Twy Auth 5%0.76N/A
Mississippi Busn Fin Corp Var Rev B0.65N/A
New York N Y City Mun Wtr Fin 2nd Gen R0.61N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.34B
Category:Muni National Interm
Annual Report Expense Ratio (net):0.55%

Performance & Risk

YTD Return:4.64%
5y Avg Return:5.46%
Rank in Category (ytd):40
% Rank in Category (ytd):13.47%
Beta (3y):0.86
Morningstar Risk Rating:2

Fund Summary

The investment seeks a high level of current income exempt from federal income tax consistent with preservation of capital. The fund invests at least 80% of its assets in municipal securities, the income from which is exempt from federal income tax (including the federal alternative minimum tax (AMT)). Fund investments include municipal securities with a minimum rating in the lowest investment grade category (i.e., rated BBB or Baa, or higher, or unrated and considered by the Adviser to be comparable in quality) at the time of purchase. The fund normally maintains an average dollar-weighted effective maturity of three to ten years. View More
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