BMO Intermediate Tax Free Fund Class Y (MITFX) Research

This fund aims to provide investors with a robust stream of current income that is free from federal income tax, all while safeguarding the initial investment. A minimum of 80% of its total assets are allocated to municipal securities, ensuring that the income generated is exempt from both standard federal income tax and the federal Alternative Minimum Tax (AMT). Generally, the fund maintains an average dollar-weighted effective maturity for its holdings in the range of three to ten years.

Market snapshot

Symbol
MITFX
Price
$11.59
Day change
0.00%
Market cap
$1.9B
52-week range
11.54-11.75
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AB Discovery Value Fund Class K (ABSKX)
  • AB Discovery Value Fund Class R (ABSRX)
  • AB Sustainable Global Thematic Fund Class R (ATERX)
  • Blackrock Innovation & Growth Trust (BIGZ)
  • Diamond Hill Long Short Fund Class C (DHFCX)
  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Nationwide S&P 500 Index Fund (GRMIX)
  • Infinity Q Diversified Alpha Fund Investor Class (IQDAX)

Open BMO Intermediate Tax Free Fund Class Y (MITFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.