CFMOX — The Missouri Tax-Free Intermediate Bond Fund

Data updated: 2026-06-22

CFMOX — The Missouri Tax-Free Intermediate Bond Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Long Municipal - National Bond · $218.81M AUM · 0.59% expense ratio · 5.5% 1-yr return. From SEC regulatory filings.

CFMOX Fund Overview

CFMOX — The Missouri Tax-Free Intermediate Bond Fund is a US mutual fund managed by Commerce Funds, categorised as Long Municipal - National Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Commerce Funds
  • Category: Long Municipal - National Bond
  • Assets under management: $218.81M
  • 1-year return: 5.5%
  • Ticker: CFMOX
  • SEC CIK: 0000926243
  • SEC series ID: S000010023
  • Share class ID: C000027715

CFMOX Holdings

Top 10 holdings of The Missouri Tax-Free Intermediate Bond Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Health & Educational Facilities Authority of the State of Missouri2.74%
State Street Institutional US Government Money Market Fund1.82%
City of St Louis MO Airport Revenue1.73%
Hannibal Industrial Development Authority1.47%
Health & Educational Facilities Authority of the State of Missouri1.44%
Missouri Housing Development Commission1.36%
Orchard Farm R-V School District/MO1.22%
Arizona Industrial Development Authority1.22%
St Louis Community College District1.15%
Health & Educational Facilities Authority of the State of Missouri1.15%

View all CFMOX holdings

CFMOX Portfolio Allocation

Asset-class allocation of The Missouri Tax-Free Intermediate Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income97.4%
Equity1.8%

CFMOX Performance

Total returns for CFMOX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.5%
1 year5.5%
3 years (annualised)2.7%
5 years (annualised)0.7%

CFMOX Risk Information

Risk metrics for CFMOX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 3.5%

CFMOX Costs and Fees

CFMOX costs about $59 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.59%
  • Gross expense ratio: 0.59%
  • Portfolio turnover: 13%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

CFMOX Cashflows

Over the 12 months to 2026-04, The Missouri Tax-Free Intermediate Bond Fund had net outflows of $17.45M, from monthly SEC N-PORT filings.

MonthNet flow
2026-04−$2.77M
2026-03−$7.26M
2026-02−$3.70M
2026-01$2.38M
2025-12−$3.54M
2025-11−$1.33M

CFMOX Debt Constituents

Largest debt holdings of The Missouri Tax-Free Intermediate Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
Health & Educational Facilities Authority of the State of Missouri2.74%
City of St Louis MO Airport Revenue1.73%
Hannibal Industrial Development Authority1.47%
Health & Educational Facilities Authority of the State of Missouri1.44%
Missouri Housing Development Commission1.36%
Orchard Farm R-V School District/MO1.22%
Arizona Industrial Development Authority1.22%
St Louis Community College District1.15%
Health & Educational Facilities Authority of the State of Missouri1.15%
Mineral Area Community College District1.14%

CFMOX Prospectus and SEC Filings

Official The Missouri Tax-Free Intermediate Bond Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Long Municipal - National Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.