KTXIX : Commerce Kansas Tax Free Intermediate Bond Fund

KTXIX is a Bond Market Municipal Bond with MODERATE fees.

KTXIX

Commerce Kansas Tax Free Intermediate Bond Fund

FI Score

41 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

41% FI Score
  • ktxix
  • Mutual Fund
  • Bond
  • Municipal Bond

Commerce Kansas Tax Free Intermediate Bond Fund

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income exempt from federal and, to the extent possible, from Kansas income taxes, as is consistent with the preservation of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in Kansas municipal bonds, the income from which, in the opinion of bond counsel, is exempt from regular federal income taxes, federal alternative minimum taxes and Kansas taxes. It may invest up to 10% of its total assets in such unrated securities. The fund is non-diversified.

Largest Holdings

Amount Holding
1.71% LAWRENCE KANS 4%
1.58% KANSAS ST DEV FIN AUTH HEALTH FACS REV 0.7%
1.57% JOHNSON CNTY KANS UNI SCH DIST NO 231 5%
1.40% UNIVERSITY KANS HOSP AUTH HEALTH FACS REV 5%
1.39% JOHNSON CNTY KANS 4%
1.30% KANSAS ST DEV FIN AUTH REV 4%
1.29% MANHATTAN KANS HOSP REV 5%
1.28% SAN MARCOS CALIF UNI SCH DIST 0%
1.23% RENO CNTY KANS UNI SCH DIST NO 313 4%
1.23% TOPEKA KANS 2%

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