NCATX Mutual Fund

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 154 positions across sectors including Financials, Utilities, Health Care. Inception date: 1997-04-08.

NCATX performance shows a YTD return of 0.28%. The 1-year return is 4.16% and the 5-year return is 0.38%. NCATX dividend yield stands at 3.36%, paid monthly.

NCATX top holdings include Newport Mesa Unified School District 0 08/01/2033 (3.1%), California (state Of) Infrastructure & Economic Development Bank, Series 2019, Ref. Vrd Rb (2.7%), Los Angeles Calif Cmnty Colleg 4% Aug 01, 2039 (2.2%), Northern Institutional Government Portfolio (2.0%), State Of California 5 2045-08-01 (1.7%). 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.