ACACX Mutual Fund

ACACX Mutual Fund

NAV$10.34
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Fund Essentials - as of Feb 28, 2026

Net Assets
$16M
Expense Ratio
1.50%
Dividend Yield (Current)
2.44%
Holdings
435
Inception Date
May 3, 1993
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.10%
1 Year+4.58%
3 Year+2.58%
5 Year-0.13%
10 Year+0.94%

Asset Allocation

Stocks: 0.01%
Bonds: 99.11%
Other: 0.88%
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Top Holdings

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TickerNameWeight
CA CAS 5.25 09/01/20State Of California 5.25 09/01/20531.61%
-San Diego Cnty Ca Reg Arpt Auth Arpt Rev 0.05 07-01-20531.60%
-California Infrastructure & Economic Development Bank Series 2024-A 5.00%, 12/01/541.53%
-California St Infrastructure & Econ Dev Bank Revenue1.40%
-Los Angeles Calif Dept 5.0 15May551.37%
Top 10 Concentration: 12.38%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
2.44%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ACACX Mutual Fund Overview

ACACX Mutual Fund (AB California Portfolio Class C) is managed by AllianceBernstein L.P. with $15.9M in net assets. ACACX expense ratio is 1.50%, holding 435 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1993-05-03.

ACACX performance shows a YTD return of 0.10%. The 1-year return is 4.58% and the 5-year return is -0.13%. ACACX dividend yield stands at 2.44%, paid monthly.

ACACX top holdings include State Of California 5.25 09/01/2053 (1.6%), San Diego Cnty Ca Reg Arpt Auth Arpt Rev 0.05 07-01-2053 (1.6%), California Infrastructure & Economic Development Bank Series 2024-A 5.00%, 12/01/54 (1.5%), California St Infrastructure & Econ Dev Bank Revenue (1.4%), Los Angeles Calif Dept 5.0 15May55 (1.4%). Go to all ACACX holdings, ACACX sectors, or ACACX dividends.

ACACX can be compared against other funds. Use ACACX overlap to find shared positions, or ACACX vs another fund for a side-by-side view. ACACX alternatives are available via the screener, along with tax-loss harvesting opportunities.