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CAMAB California Intermediate Municipal ETF

Get income35y track recordRanked #202 of 1,650 in this goal

Seeks to provide safety of principal and maximize total return after taking account of federal and state taxes for California residents.

By AllianceBernstein · Launched 1990

Annual Cost

0.27%

#1,231 of 5,861 · low cost

Fund Size

$1.2B

#1,034 of 5,861 · large

Dividend YieldGoal

3.02%

Track Record

35 years

#4 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,168+1.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 16.1% of fundwell diversified

City of Los Angeles CA
4.4%
University of California
1.8%
California Community Choice Financing Authority
1.6%
California Infrastructure & Economic Development Bank
1.4%
California Community Choice Financing Authority
1.4%
San Francisco City & County Airport Comm-San Francisco International Airport
1.3%
Bay Area Toll Authority
1.2%
San Francisco City & County Airport Comm-San Francisco International Airport
1.0%
San Diego County Regional Airport Authority
1.0%
California Community Choice Financing Authority
1.0%

Asset allocation

Bonds
89.7%
Cash
10.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.7 years

Avg maturity

10.3 years

Credit ratings

AAA
16.7%
AA
45.5%
A
19.5%
BBB
8.9%
BB
2.7%
B
0.0%
Other
6.6%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide safety of principal and maximize total return after taking account of federal and state taxes for California residents.
Strategy
Actively manages a portfolio primarily invested in municipal securities issued by California or its political subdivisions, aiming for total return while considering tax implications for California residents. The Fund invests at least 80% of its net assets in these securities, with a focus on those rated A or better, and may also include up to 20% in below investment grade fixed-income securities.
Inception date
August 6, 1990
Fund family
AllianceBernstein

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Data updated on 2026-08-04