The Intermediate Term Municipal Bond PortfolioHCIMX

MUTUAL FUNDHC Capital Solutions an operating division of Hirtle Callaghan
Type
Mutual fund
Peer group
Municipal bond
Net assets
$563.1M
Expense ratio
0.48%
1-year return
+4.8%
3 years, a year
+2.9%
5 years, a year
+1.3%
Holdings
279

What it aims to do.

The investment objective of The Intermediate Term Municipal Bond Portfolio is to provide a high level of current income exempt from Federal income tax, consistent with the preservation of capital.

Top 10 holdings.

Holding% of fund
iShares National Muni Bond ETF2.21%
BlackRock Liquidity Funds: MuniCash; Institutional Shares2.17%
San Bernardino Calif City Uni Sch Dist Ctfs Partn1.57%
BTT BlackRock Municipal 2030 Target Term Trust1.29%
Washington St1.26%
Clifton Tex Higher Ed Fin Corp Ed Rev1.15%
Illinois St Sales Tax Rev1.12%
Allen Cnty Ohio Hosp Facs Rev1.10%
Michigan Fin Auth Rev1.07%
MQY Blackrock Muniyield Quality Fund, Inc.1.02%

More on HCIMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.