MITFX : BMO Intermediate Tax Free Fund Class Y

MITFX is a Bond Market Municipal Bond with MODERATE fees.

MITFX

BMO Intermediate Tax Free Fund Class Y

FI Score

68 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

68% FI Score
  • mitfx
  • Mutual Fund
  • Bond
  • Municipal Bond

BMO Intermediate Tax Free Fund Class Y

Expenses: 0.55% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to provide 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)). It normally maintains an average dollar-weighted effective maturity of three to ten years.

Largest Holdings

Amount Holding
0.85% SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%
0.69% BLACK BELT ENERGY GAS DIST ALA GAS PREPAY REV 4%
0.62% MAIN STR NAT GAS INC GA GAS SUPPLY REV 1.41%
0.62% CHICAGO ILL 5%
0.58% CHICAGO ILL 6%
0.54% MAIN STR NAT GAS INC GA GAS SUPPLY REV 0.78%
0.52% DENVER COLO CITY & CNTY DEDICATED TAX REV 5%
0.50% ILLINOIS ST TOLL HWY AUTH TOLL HIGHWAY REV 5%
0.46% ILLINOIS ST TOLL HWY AUTH TOLL HIGHWAY REV 5%
0.45% NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5%

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