Morningstar

Capital Group California Short-Term Municipal Fund CCSTX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 10.10  /  −0.10 %
  • Total Assets 142.8M
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • 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 2.34%
  • Effective Duration 2.25 years

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 10:45 PM GMT+0

Morningstar’s Analysis CCSTX

Will CCSTX outperform in the 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 CCSTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCSTX 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 CCSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Capital Group CA Short-Term Municipal holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CCSTX

More CCSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LOS ANGELES CALIF CMNTY COLLEGE DIST 5%

3.20 5M
Cash and Equivalents

CALIFORNIA ST 5%

2.55 4M
municipal

CALIFORNIA ST 5%

1.58 2M
municipal

SIMI VALLEY CALIF UNI SCH DIST 0%

1.52 2M
municipal

CALIFORNIA ST PUB WKS BRD LEASE REV 5%

1.51 2M
municipal

ANTELOPE VALLEY CALIF CMNTY COLLEGE DIST 4%

1.41 2M
municipal

PERALTA CALIF CMNTY COLLEGE DIST 5%

1.40 2M
Cash and Equivalents

EASTERN CALIF MUN WTR DIST WTR & WASTEWATER REV 2.55%

1.40 2M
municipal

CALIFORNIA MUN FIN AUTH MULTIFAMILY HSG REV 2.8%

1.40 2M
municipal

CALIFORNIA MUN FIN AUTH MULTIFAMILY HSG REV 5%

1.37 2M
municipal

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