CALAX Mutual Fund

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 304 positions across sectors including Financials, Utilities, Health Care. Inception date: 1996-07-15.

CALAX performance shows a YTD return of -0.87%. The 1-year return is 4.37% and the 5-year return is -1.36%. CALAX dividend yield stands at 2.76%, paid monthly.

CALAX top holdings include California Cmnty Choice Fing A 5.25 01/01/2054 (1.1%), California Housing Finance Agency Ser 2021-3 Cl A Regd 3.25000000 (1.1%), San Diego Cnty 5.5% 07/55 (1.0%), California Community Choi 5 03/01/2036 5 2036-03-01 (1.0%), California Health Facilities Financing Authority 5.25% 08/15/2054 (0.9%). Go to all CALAX holdings, CALAX sectors, or CALAX dividends.

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