California Bond Fund Quote

USCBX Fund  USD 10.44  0.01  0.1%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
California Bond is trading at 10.44 as of the 24th of November 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 10.43. California Bond has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for California Bond Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of November 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests primarily in long-term investment-grade securities issued by the state of California, its political subdivisions, instrumentalities, and by other government entities, the interest on which is excludable from gross income for federal income tax and California state income tax purposes. More on California Bond Fund

Moving together with California Mutual Fund

  0.61UINCX Income Fund IncomePairCorr
  0.63UITBX Intermediate Term BondPairCorr
  0.98UITIX Usaa Tax ExemptPairCorr

California Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationVictory Capital Funds, Large Funds, Muni California Long Funds, Money Market Funds, Corporate Bonds Funds, Muni California Long, Victory Capital, Large, Muni California Long (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of July 2023
Fiscal Year EndFebruary
California Bond Fund [USCBX] is traded in USA and was established 24th of November 2024. California Bond is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Muni California Long category and is part of Victory Capital family. The entity is thematically classified as Money Market Funds. This fund at this time has accumulated 511.02 M in net assets with no minimum investment requirementsCalifornia Bond is currently producing year-to-date (YTD) return of 1.94% with the current yeild of 0.01%, while the total return for the last 3 years was -0.42%.
Check California Bond Probability Of Bankruptcy

Instrument Allocation

California Bond Risk Profiles

California Bond Against Markets

Other Information on Investing in California Mutual Fund

California Bond financial ratios help investors to determine whether California Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in California with respect to the benefits of owning California Bond security.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing