NCAAX Mutual Fund

NCAAX Mutual Fund

NAV$9.84
See how much of NCAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Feb 28, 2026

Net Assets
$192M
Expense Ratio
0.73%
Dividend Yield (Current)
4.18%
Holdings
281
Inception Date
Sep 7, 1994
Fund Family
Nuveen
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.28%
1 Year+6.84%
3 Year+3.39%
5 Year-0.13%
10 Year+1.65%

Asset Allocation

Bonds: 100.00%
See how much of NCAAX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-Los Ang 5% 06/30/262.32%
CA LOS 5 06/25/2026Los Angeles Ca Los 06/26 Fixed 52.30%
CA CASDEV 5.25 07/01California Infrastructure & Economic Development Bank 5.25% 07/01/20491.99%
PR PRCGEN 5 07/01/20Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/20581.59%
-State Of California1.54%
Top 10 Concentration: 16.66%Report Date: Feb 28, 2026
Download all 281 holdings for NCAAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
4.18%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

NCAAX Mutual Fund Overview

NCAAX Mutual Fund (Nuveen California Municipal Bond Fund Class A) is managed by Nuveen with $191.9M in net assets. NCAAX expense ratio is 0.73%, holding 281 positions across sectors including Financials, Industrials, Utilities. Inception date: 1994-09-07.

NCAAX performance shows a YTD return of 1.28%. The 1-year return is 6.84% and the 5-year return is -0.13%. NCAAX dividend yield stands at 4.18%, paid monthly.

NCAAX top holdings include Los Ang 5% 06/30/26 (2.3%), Los Angeles Ca Los 06/26 Fixed 5 (2.3%), California Infrastructure & Economic Development Bank 5.25% 07/01/2049 (2.0%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.6%), State Of California (1.5%). Go to all NCAAX holdings, NCAAX sectors, or NCAAX dividends.

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