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Morningstar

Capital Group CA Core Municipal CCCMX

Morningstar Analyst Rating
Quantitative rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 10.28  /  0.19 %
  • Total Assets 654.3 Mil
  • Adj. Expense Ratio
    0.270%
  • Expense Ratio 0.270%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Muni California Intermediate
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 1.41%
  • Effective Duration 3.10 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis CCCMX

Will CCCMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCCMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CCCMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CCCMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Capital Group CA Core Municipal’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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