CAILX Mutual Fund

CAILX Mutual Fund (Lord Abbett California Tax Free Fund Cl I) is managed by Lord Abbett Family of Funds. CAILX expense ratio is 0.60%, holding 291 positions across sectors including Financials, Utilities, Health Care. Inception date: 2011-01-31.

CAILX performance shows a YTD return of 0.91%. The 1-year return is 6.55% and the 5-year return is -0.31%. CAILX dividend yield stands at 2.88%, paid monthly.

CAILX top holdings include California St Univ Rev 5.5% Nov 01, 2055 (1.2%), Currency Contract - USD (1.1%), California Housing Finance Agency Ser 2021-3 Cl A Regd 3.25000000 (1.1%), San Diego County Regional Airport Authority (1.0%), California Health Facilities Financing Authority 5.25% 08/15/2054 (0.9%). Go to all CAILX holdings, CAILX sectors, or CAILX dividends.

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