TCCBX Mutual Fund

TCCBX Mutual Fund (Ambrus Tax-Conscious California Bond Fund Institutional Class) is managed by Ambrus Funds with $340.0M in net assets. TCCBX expense ratio is 0.51%, holding 366 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2022-10-03.

TCCBX performance shows a YTD return of 0.85%. The 1-year return is 4.63%. TCCBX dividend yield stands at 3.46%, paid monthly.

TCCBX top holdings include California St Cas 11/32 Fixed 4.35 (1.6%), Sacramento (city Of), Ca (convention Center Complex), Series 2018 A, Rb (1.2%), California (state Of) Statewide Communities Development Authority (methodist Hospital Of Sothern California), Series 2018; Rb (1.1%), Dreyfus Govt Cash Man Ins (1.1%), City Of San Francisco, Series A 5.25 2048/11/01 (1.1%). Go to all TCCBX holdings, TCCBX sectors, or TCCBX dividends.

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