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Northern CA Tax-Exempt NCATX

Quantitative rating as of
NAV / 1-Day Return
10.41  /  0.10 %
Total Assets
174.4 Mil
Adj. Expense Ratio
Expense Ratio
0.470%
Distribution Fee Level
Below Average
Share Class Type
No Load
Category
Muni California Long
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.37%
Effective Duration
6.92 years

Morningstar’s Analysis NCATX

Will NCATX outperform in future?

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

Summary

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Northern CA Tax-Exempt's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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