CALAX Mutual Fund (Lord Abbett California Tax Free Fund Class C) is managed by Lord Abbett Family of Funds. CALAX expense ratio is 1.44%, holding 291 positions across sectors including Other, Financials, Utilities. Inception date: 1996-07-15.

CALAX performance shows a YTD return of 1.75%. The 1-year return is 5.91% and the 5-year return is -0.77%. CALAX dividend yield stands at 2.18%, paid monthly.

CALAX top holdings include California State University, Series A (1.2%), California Community Choice Financing Authority (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%). View all CALAX holdings, sector breakdown, or dividend history.

CALAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CALAX alternatives are available via the screener, along with tax-loss harvesting opportunities.