BCITX vs TAFTX

Both BCITX and TAFTX are mutual funds. BCITX has a lower 5-year return than TAFTX (2.58% vs 3.19%). BCITX has a lower expense ratio than TAFTX (0.47% vs 0.58%). Below is the comparison between BCITX and TAFTX.

BCITX TAFTX
Security Type Mutual fund Mutual fund
Segment Tax Exempt Fixed Income: Muni California Intermediate Tax Exempt Fixed Income: Muni California Intermediate
Family American Century Investments American Funds
Net Assets $906.30M $2.02B
Expense Ratio 0.47% 0.58%
Management Style active active
Dividend Yield 2.09% 2.06%
Minimum Investment $5,000.00 $1,000.00
YTD Return 0.49% 0.91%
1-Year Return -1.14% -1.30%
3-Year Return 4.11% 4.80%
5-Year Return 2.58% 3.19%
10-Year Return 3.18% 4.32%

BCITX description

The Fund seeks safety of principal and high current income that is exempt from federal and California income taxes. The Fund will invest at least 80% of its assets in debt securities that have interest payments exempt from federal and California income taxes. The Fund primarily buys investment-grade debt securities.

BCITX performance & returns

YTD Return 0.49%
1-Month Return -0.89%
3-Month Return -1.14%
1-Year Return -1.14%
3-Year Return 4.11%
5-Year Return 2.58%
10-Year Return 3.18%
BCITX expense ratio is 0.47%.

BCITX holdings

Top 10 Holdings (7.73% of Total Assets)

Name Symbol % Assets
CALIFORNIA HSG FIN AGY MUN CTFS 4% N/A 1.18%
SAN BERNARDINO CALIF CMNTY COLLEGE DIST 6.38% N/A 1.06%
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2.62% N/A 0.82%
LOS ANGELES CALIF DEPT WTR & PWR WTRWKS REV 0.13% N/A 0.75%
NORTHERN CALIF ENERGY AUTH COMMODITY SUPPLY REV 4% N/A 0.74%
SAN JOAQUIN HILLS CALIF TRANSN CORRIDOR AGY TOLL RD REV 5% N/A 0.68%
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV 5% N/A 0.66%
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 3.5% N/A 0.64%
SAN DIEGO CALIF PUB FACS FING AUTH SWR REV 5% N/A 0.63%
CALIFORNIA ST UNIV REV 4% N/A 0.57%

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TAFTX description

The Fund seeks to provide a high level of current income exempt from regular federal and California income taxes. Its secondary objective is preservation of capital. The Fund seeks to achieve its objectives by primarily investing in municipal bonds issued by the state of California and its agencies and municipalities.

TAFTX performance & returns

YTD Return 0.91%
1-Month Return -0.98%
3-Month Return -1.30%
1-Year Return -1.30%
3-Year Return 4.80%
5-Year Return 3.19%
10-Year Return 4.32%
TAFTX expense ratio is 0.58%.

TAFTX holdings

Top 10 Holdings (5.73% of Total Assets)

Name Symbol % Assets
CALIFORNIA HSG FIN AGY MUN CTFS 4% N/A 0.95%
CALIFORNIA ST DEPT WTR RES CENT VY PROJ REV 4% N/A 0.82%
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 5% N/A 0.81%
CALIFORNIA ST 4% N/A 0.59%
FRETE 2019-ML05 TR 3.35% N/A 0.58%
LOS ANGELES CALIF DEPT WTR & PWR WTRWKS REV 1.03% N/A 0.54%
CALIFORNIA HEALTH FACS FING AUTH REV 4% N/A 0.49%
CALIFORNIA ST 5% N/A 0.48%
IRVINE CALIF UNI SCH DIST SPL TAX 4% N/A 0.47%

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