bmo intermediate tax free fund state tax information

bmo intermediate tax free fund state tax information

Investments in Other Investment Companies Risks. The Fund may invest in securities issued by other investment companies, including exchange traded funds. By investing in another investment company, there is a risk that the value of the underlying securities of the investment company may decrease. Fund Performance. Please keep in mind that past performance, before and after taxes, does not represent how the Fund will perform in the future.

Investors may. During the periods shown in the bar chart for the Fund:. Return After Taxes on Distributions. After-tax returns are calculated using the highest historical individual marginal federal income tax rates and do not reflect the effect of any applicable state and local taxes.

After-tax returns shown are not relevant to investors holding shares through tax-deferred programs, such as IRAs or k plans. The Return After Taxes on Distributions and Sale of Fund Shares may be higher than other return figures when a capital loss is realized on the sale of Fund shares which provides an assumed tax benefit to the shareholder that increases the after tax return.

The Barclays Year Blend Municipal Bond Index BMB is the year Blend component of the Barclays Capital Municipal Bond Index, which is an unmanaged index composed of long-term tax-exempt bonds with a minimum credit rating of Baa and a range of maturities between 1 and 17 years.

Management of the Fund. Portfolio Managers. John D. Boritzke and Craig J. Mauermann co-manage the Fund. Purchase and Sale of Fund Shares. You may sell redeem your shares of the Fund on any day the New York Stock Exchange is open for business using one of the following methods, depending on the elections you made in your account application:.

Call FUND Send a written request, indicating your name, the Fund name, your account number, and the number of shares or the dollar amount you want to redeem, to: BMO Funds U. Services, P. Box , Boston, MA Systematic Withdrawal Program. BMO Funds Website. Go to www. Tax Information. If you purchase shares of the Fund through a broker-dealer or other financial intermediary such as a bank , the Fund and its related companies may pay the intermediary for the sale of shares and related services.

These payments may create a conflict of interest by influencing the broker-dealer or other intermediary and your salesperson to recommend the Fund over another investment. Under the investment advisory agreement, the Fund pays a management fee of 0. For mutual fund investors, taxes are inevitable. For investors looking to add mutual funds to their portfolio, they need to Disclaimer: By registering, you agree to share your data with MutualFunds.

The contents of this form are subject to the MutualFunds. You can unsubscribe at any time. Individual Investor. Institutional Investor. Financial Advisor. Your personalized experience is almost ready. Not interested. Thank you for your submission We hope you enjoy your experience. Channels Fixed Income Channel.

Rowe Price. Charles Schwab John Hancock Invesco. Advisors Advisor Access. Help us personalize your experience. Knowing your investable assets will help us build and prioritize features that will suit your investment needs. Over 10 Billion. Please Select Your Advisor Type. North America. Monthly Income. No Load. Total Bond Market. Muni National Bond. Municipal Bond. Top 5 sectors. Municipal Tax-Exempt Top 5 regions. Sector and region weightings are calculated using only long position holdings of the portfolio.

Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. All managed funds data located on FT. All content on FT. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making or refraining from making any specific investment or other decisions.

All Rights Reserved. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Pricing for ETFs is the latest price and not "real time". Per cent of portfolio in top 5 holdings: 3.

Financial Times Close. Search the FT Search. Show more World link World. Show more US link US. Show more Companies link Companies. Show more Bmo intermediate tax free fund state tax information link Markets. Show more Opinion link Opinion. Show more Personal Finance link Personal Finance. Actions Add to watchlist Add to portfolio. Price USD Add to Your Watchlists New watchlist. Add intermdeiate Your Portfolio New portfolio. Cancel Continue. Muni National Interm. Thomas Byron. Brian Sipich. bmo intermediate tax free fund state tax information Tax Information - Calendar Tax-Exempt fund that is derived from tax-​exempt obligations issued within their State or by a Commonwealth or Territory of the BMO. Intermediate. Money. Ultra Short. Short. Tax-Free. Market*. Tax-Free. Tax Information - Calendar Certain states allow mutual fund shareholders to exclude from their taxable income the BMO Intermediate Tax-Free. You can find the Fund's Prospectus and other information about the Fund online at To provide a high level of current income exempt from federal income tax. Analyze the Fund BMO Intermediate Tax Free Fund Class Y having Symbol MITFX for type mutual-funds and $10, 5,6 Hypothetical Growth of $10, Additional Information Fidelity® Intermediate Municipal Income Fund (FLTMX)​. Analyze the Fund BMO Intermediate Tax-Free Fund Class I having Symbol MIITX for type mutual-funds and $10, 5,6 Hypothetical Growth of $10, Additional Information Fidelity® Intermediate Municipal Income Fund (FLTMX)​. 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. BMO Intermediate Tax Free Fund Class Y The income from these bonds is generally free from federal taxes. To Important Information Regarding This Report. MITFX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More. A portion of the federally tax-exempt income distributions from the funds 1In , High-Yield Municipal and California Intermediate-Term Tax-Free Bond​. You are about to leave this site. Income dividends from municipal bond funds may be subject to state and local income taxes. Accounts without a required form B will be mailed by this date. Fund-Specific and Reclassification Information. Estimates of capital gains distributed to shareholders as of the fund's record date. The same rules apply if you have sold shares of tax-free funds. Mail by March 15, Form S Reports taxable dividends and income tax withheld on accounts owned by nonresident aliens. Specific questions should be discussed with your tax advisor. BNY Mellon and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. To determine the state tax treatment of your fund dividends, multiply the percentage shown below by each fund's tax-free dividend income shown in Box 11 of your Form DIV. Territories Guam 0. It reflects the percentage of income earned by each tax-free fund from investments in "private activity" bonds. Note: Final amounts could differ. Capital gains distributions Get the latest, year-end and historical capital gains and distribution information. bmo intermediate tax free fund state tax information