Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.27% 2.188B -- 39.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
417.63M 86.18% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide safety of principal & maximize total return after taking account of federal and state taxes for California residents. Investing 80% of net assets in municipal securities or portfolio of securities issued by the given State or its political subdivisions, or exempted from the state income tax.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group California Intermdt Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective California Intermdt Municipal Debt Funds
Fund Owner Firm Name AllianceBernstein
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 99
-10.79M Peer Group Low
145.43M Peer Group High
1 Year
% Rank: 8
417.63M
-71.34M Peer Group Low
1.155B Peer Group High
3 Months
% Rank: 8
-11.22M Peer Group Low
594.28M Peer Group High
3 Years
% Rank: 8
-182.49M Peer Group Low
1.527B Peer Group High
6 Months
% Rank: 8
-93.84M Peer Group Low
1.140B Peer Group High
5 Years
% Rank: 83
-449.46M Peer Group Low
184.46M Peer Group High
YTD
% Rank: 8
-83.14M Peer Group Low
1.196B Peer Group High
10 Years
% Rank: 79
-439.26M Peer Group Low
5.321B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.05%
5.26%
3.39%
0.74%
-4.66%
5.03%
2.25%
85.83%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.16%
10.38%
7.27%
3.24%
2.53%
-7.06%
4.26%
2.97%
3.87%
1.27%
6.82%
4.78%
0.82%
-6.62%
5.90%
1.73%
4.93%
0.52%
3.20%
1.91%
-0.41%
-4.46%
4.17%
1.32%
4.61%
0.61%
3.56%
1.93%
0.14%
-4.79%
4.08%
1.98%
4.01%
As of December 27, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-26-25) 1.63%
30-Day SEC Yield (11-30-25) 3.07%
7-Day SEC Yield --
Number of Holdings 388
Bond
Yield to Maturity (11-30-25) 3.34%
Effective Duration 4.20
Average Coupon 4.95%
Calculated Average Quality 2.565
Effective Maturity 10.67
Nominal Maturity 12.03
Number of Bond Holdings 383
As of November 30, 2025

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.01%
Stock 0.00%
Bond 98.19%
Convertible 0.00%
Preferred 0.00%
Other 0.80%
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Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.27%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 25000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks to provide safety of principal & maximize total return after taking account of federal and state taxes for California residents. Investing 80% of net assets in municipal securities or portfolio of securities issued by the given State or its political subdivisions, or exempted from the state income tax.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group California Intermdt Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective California Intermdt Municipal Debt Funds
Fund Owner Firm Name AllianceBernstein
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-26-25) 1.63%
30-Day SEC Yield (11-30-25) 3.07%
7-Day SEC Yield --
Number of Holdings 388
Bond
Yield to Maturity (11-30-25) 3.34%
Effective Duration 4.20
Average Coupon 4.95%
Calculated Average Quality 2.565
Effective Maturity 10.67
Nominal Maturity 12.03
Number of Bond Holdings 383
As of November 30, 2025

Fund Details

Key Dates
Inception Date 8/6/1990
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:CAM", "name")
Broad Asset Class: =YCI("M:CAM", "broad_asset_class")
Broad Category: =YCI("M:CAM", "broad_category_group")
Prospectus Objective: =YCI("M:CAM", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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