Northern California Tax-Exempt Fund (NCATX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.41
-0.03 (-0.29%)
At close: May 19, 2026

NCATX Holdings Information

NCATX is a mutual fund with a total of 146 individual holdings.

Total Holdings
146
Top 10 Percentage
20.39%
Asset Class
Fixed Income
Fund Category
Muni California Long
Assets
131.88M
Forward PE Ratio
n/a

Breakdown by Asset Class

Top 25 Holdings

No.SymbolName WeightShares
1CA.NPTSCD 0 08.01.2033NEWPORT-MESA CALIF UNI SCH DIST 0%4.15%7,000,000
2CA.CASDEV 08.01.2055CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 1.75%2.58%3,500,000
3CA.LOSHGR 4 08.01.2039LOS ANGELES CALIF CMNTY COLLEGE DIST 4%2.17%2,915,000
4CA.UNVHGR 5 05.15.2058UNIVERSITY CALIF REVS 5%1.88%2,500,000
5CA.BAYTRN 04.01.2055BAY AREA TOLL AUTH CALIF TOLL BRDG REV 3.3%1.86%2,500,000
6BNGXXNorthern Institutional Funds - U.S. Government Portfolio1.81%2,432,909
7CA.CAS 5 08.01.2045CALIFORNIA ST 5%1.60%2,000,000
8CA.CAS 5 09.01.2035CALIFORNIA ST 5%1.50%2,000,000
9CA.UNVHGR 4 05.15.2046UNIVERSITY CALIF REVS 4%1.44%2,000,000
10CA.CASDEV 12.01.2050CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 1.2%1.41%2,000,000
11CA.CASMED 4 11.01.2044CALIFORNIA HEALTH FACS FING AUTH REV 4%1.37%2,000,000
12CA.CASFAC 5 09.01.2027CALIFORNIA ST PUB WKS BRD LEASE REV 5%1.35%1,750,000
13CA.CCEDEV 01.01.2055CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%1.33%1,750,000
14CA.CASMED 08.15.2047CALIFORNIA HEALTH FACS FING AUTH REV 5%1.22%1,500,000
15CA.CCEDEV 01.01.2056CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%1.21%1,500,000
16CA.LOSFAC 5.25 12.01.2050LOS ANGELES CNTY CALIF PUB WKS FING AUTH LEASE REV 5.25%1.19%1,500,000
17CA.SDGHGR 5 08.01.2055SAN DIEGO CALIF CMNTY COLLEGE DIST 5%1.16%1,500,000
18CA.CASEDU 5 11.01.2055CALIFORNIA EDL FACS AUTH REV 5%1.15%1,500,000
19CA.SFOAPT 5 05.01.2042SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%1.12%1,500,000
20CA.IMRPWR 5 11.01.2046IMPERIAL CALIF IRR DIST ELEC REV 5%1.12%1,500,000
21CA.SFOAPT 5 05.01.2050SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%1.12%1,500,000
22CA.CAS 05.01.2033CALIFORNIA ST 3.25%1.11%1,500,000
23CA.LUCSCD 5 08.01.2042LUCIA MAR UNI SCH DIST CALIF 5%1.11%1,450,000
24CA.SACSCD 5 08.01.2043SACRAMENTO CALIF CITY UNI SCH DIST 5%1.09%1,330,000
25CA.CCEDEV 02.01.2055CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%1.09%1,385,000
Showing 25 of 146 holdings
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As of Mar 31, 2026