TCFEX Mutual Fund

TCFEX Mutual Fund

NAV$10.58
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Fund Essentials - as of Feb 28, 2026

Net Assets
$87M
Expense Ratio
0.43%
Dividend Yield (Current)
3.38%
Holdings
384
Inception Date
Jul 6, 2017
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.03%
1 Year+6.52%
3 Year+3.30%
5 Year+0.60%
10 Year+2.01%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
CA CCEDEV 01/01/2056California Community Choice Financing Authority 5 01/01/20561.26%
CA UNVHGR 5.5 05/15/University Of California 5.5 05/15/20581.25%
CA LOSSCD 5 07/01/20Los Angeles Unified School District/Ca1.17%
CA CASMED 5 11/01/20California Health Facilities Financing Authority 11/01/20471.15%
CA CASMED 3 08/15/20California Health Facilities Financing Authority 3.0% 08/15/20511.12%
Top 10 Concentration: 10.73%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
3.38%
Frequency
Monthly
Latest Distribution
$0.03
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Peer Comparison

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

TCFEX Mutual Fund Overview

TCFEX Mutual Fund (T. Rowe Price California Municipal Bond Fund Class I) is managed by T.Rowe Price with $87.1M in net assets. TCFEX expense ratio is 0.43%, holding 384 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2017-07-06.

TCFEX performance shows a YTD return of 1.03%. The 1-year return is 6.52% and the 5-year return is 0.60%. TCFEX dividend yield stands at 3.38%, paid monthly.

TCFEX top holdings include California Community Choice Financing Authority 5 01/01/2056 (1.3%), University Of California 5.5 05/15/2058 (1.3%), Los Angeles Unified School District/Ca (1.2%), California Health Facilities Financing Authority 11/01/2047 (1.1%), California Health Facilities Financing Authority 3.0% 08/15/2051 (1.1%). Go to all TCFEX holdings, TCFEX sectors, or TCFEX dividends.

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