California Municipal Bond Funds
Single-state municipal bond funds invest in bonds issued by state and local governments to fund public projects. The income from such bonds is generally free from federal taxes and from state taxes in the issuing state.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| iShares California Muni Bond ETF
CMF
| 3.29% | 2.55% | 6.19 | 3.46% | −1.15% | 0.080% | 2.85 Bil | |
| Xtrackers California Municipal Bond ETF
CA
| — | — | — | — | — | — | 0.070% | 22.45 Mil |
| Western Asset Interm Maturity CA Muni I
SICYX
| 3.33% | 2.77% | 4.90 | 4.39% | −1.33% | 0.500% | 85.81 Mil | |
| Western Asset Interm Maturity CA Muni C
SIMLX
| 2.48% | 1.98% | 4.90 | 3.57% | −2.08% | 1.350% | 85.81 Mil | |
| Western Asset Interm Maturity CA Muni A
ITCAX
| 3.02% | 2.54% | 4.90 | 4.16% | −1.54% | 0.750% | 85.81 Mil | |
| Western Asset California Municipals IS
SHRSX
| 3.62% | 3.13% | 6.94 | 5.04% | −1.32% | 0.520% | 236.45 Mil | |
| Western Asset California Municipals I
LMCUX
| 3.59% | 3.10% | 6.94 | 5.00% | −1.35% | 0.550% | 236.45 Mil | |
| Western Asset California Municipals C
SCACX
| 2.86% | 2.39% | 6.94 | 4.25% | −2.04% | 1.280% | 236.45 Mil | |
| Western Asset California Municipals A
SHRCX
| 3.27% | 2.92% | 6.94 | 4.80% | −1.52% | 0.750% | 236.45 Mil | |
| Victory CA Bond Institutional
UCBIX
| 3.59% | 3.26% | 5.57 | 4.57% | −1.14% | 0.520% | 479.65 Mil | |
| Victory CA Bond Class A
UXABX
| 3.23% | 2.95% | 5.57 | 4.25% | −1.43% | 0.780% | 479.65 Mil | |
| Victory CA Bond
USCBX
| 3.53% | 3.19% | 5.57 | 4.60% | −1.17% | 0.570% | 479.65 Mil | |
| Vanguard California Tax-Exempt Bond ETF
VTEC
| 3.36% | — | 6.11 | — | — | 0.080% | 129.25 Mil | |
| Vanguard CA Long-Term Tax-Exempt Inv
VCITX
| 3.62% | 3.19% | 7.53 | 5.42% | −0.96% | 0.170% | 5.39 Bil | |
| Vanguard CA Long-Term Tax-Exempt Adm
VCLAX
| 3.70% | 3.27% | 7.53 | 5.51% | −0.88% | 0.090% | 5.39 Bil | |
| Vanguard CA Interm-Term Tax-Exempt Inv
VCAIX
| 3.33% | 2.67% | 5.20 | 4.02% | −0.47% | 0.170% | 15.39 Bil | |
| Vanguard CA Interm-Term Tax-Exempt Adm
VCADX
| 3.41% | 2.75% | 5.20 | 4.11% | −0.39% | 0.090% | 15.39 Bil | |
| Thornburg Ca Limited-Term Municipal C2
LTCQX
| 0.03% | 2.45% | 3.25 | 2.80% | −0.69% | 1.020% | 270.92 Mil | |
| Thornburg CA Limited-Term Muni Instl
LTCIX
| 3.11% | 2.98% | 3.25 | 3.27% | −0.05% | 0.490% | 270.92 Mil | |
| Thornburg CA Limited-Term Muni C
LTCCX
| 2.56% | 2.45% | 3.25 | 2.72% | −0.58% | 1.020% | 270.92 Mil | |
| Thornburg CA Limited-Term Muni A
LTCAX
| 2.80% | 2.73% | 3.25 | 3.01% | −0.30% | 0.740% | 270.92 Mil | |
| T. Rowe Price California Tax-Free Bond I
TCFEX
| 3.77% | 3.28% | 7.08 | 5.96% | −0.45% | 0.440% | 753.02 Mil | |
| T. Rowe Price California Tax-Free Bond
PRXCX
| 3.63% | 3.15% | 7.08 | 5.81% | −0.58% | 0.570% | 753.02 Mil | |
| Schwab CA Tax-Free Bond
SWCAX
| 3.31% | 2.96% | 4.90 | 4.07% | −0.90% | 0.380% | 437.13 Mil | |
| SEI California Municipal Bond Y (STET)
SCYYX
| 2.91% | 1.92% | 5.10 | 2.37% | −1.38% | 0.450% | 234.58 Mil |