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Fund name: American Century Investments
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Symbol: BEAMX
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Portfolio contains these types of investments:
-AZ Phoenix Indl Dev Sngl Fam Mtg 6.6% - -PR Elec Pwr 5% - -AZ Maricopa GO Sch Dist #40 6.25% - -AZ Scottsdale GO 6.25% - -AZ Pima COP 5.5% - -AZ Phoenix GO 5.25% - -AZ Tempe GO 6.25% - AZ Maricopa GO USD #48 Scottsdale 6.6% - -AZ Pima GO USD #10 Amphitheater 7% - -AZ Maricopa GO High Sch Dist #210 7.1%
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Minimum Investment: $5,000
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1-Year Profit Projection: N/A
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Brief fund description:
American Century Arizona Municipal Intermediate-Term Fund seeks income exempt from federal and Arizona income taxes. The fund normally invests at least 80% of assets in federally tax-exempt obligations; it invests at least 65% of assets in Arizona municipal obligations. The fund may invest without limit in securities that generate income subject to the AMT. The fund may invest in various investment-grade municipal bonds and short-term investments. It is nondiversified. Past names: Benham Arizona Municipal Intermediate-Term Fund and American Century-Benham Arizona Municipal Intermediate-Term Fund.
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Expenses
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Annual expense ratio: 0.51
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Tax Efficiency: N/A
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Load Type:
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Load Percentage: N/A
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Performance
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Performance 3 Months: 0.80
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Performance Year to Date: 1.37
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Performance 12 Months: 0.17
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Performance 3 Years: 3.91
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Performance 5 Years: 4.42
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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