NCATX Mutual Fund
NCATX Mutual Fund
NCATX Mutual Fund
Northern Funds California Tax-Exempt Fund
NCATX Mutual Fund Overview
NCATX Mutual Fund (Northern Funds California Tax-Exempt Fund) is managed by Northern Funds with $147.5M in net assets. NCATX expense ratio is 0.46%, holding 133 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1997-04-08.
NCATX performance shows a YTD return of 0.37%. The 1-year return is 5.38% and the 5-year return is 0.31%. NCATX dividend yield stands at 3.34%, paid monthly.
NCATX top holdings include Go Bonds Series 2011 08/01/2033 0 (4.3%), California (state Of) Infrastructure & Economic Development Bank, Series 2019, Ref. Vrd Rb (2.6%), Los Angeles Calif Cmnty Colleg 4% Aug 01, 2039 (2.2%), Bay Area Toll Auth Calif Toll 3.25% Apr 01, 2055 (1.9%), Northern Institutional Government Portfolio (1.9%). Go to all NCATX holdings, NCATX sectors, or NCATX dividends.
NCATX can be compared against other funds. Use NCATX overlap to find shared positions, or NCATX vs another fund for a side-by-side view. NCATX alternatives are available via the screener, along with tax-loss harvesting opportunities.