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 452 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2022-10-03.

TCCBX performance shows a YTD return of 0.98%. The 1-year return is 3.91%. TCCBX dividend yield stands at 3.79%, paid monthly.

TCCBX top holdings include California St Cas 11/32 Fixed 4.35 (1.5%), City Of Sacramento Ca Transient Occupancy Tax Revenue 5 06/01/2048 (1.1%), California (state Of) Statewide Communities Development Authority (methodist Hospital Of Sothern California), Series 2018; Rb (1.1%), California Community Choice Financing Authority 5% 07/01/2035 (1.0%), City Of San Francisco Ca Public Utilities Commission Water Revenue 5.25 11/01/2048 (1.0%). 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.