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Capital Group CA Short-Term Municipal (CCSTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.880.00 (0.00%)
At close: 08:00PM EDT

Capital Group CA Short-Term Municipal

IRVINE CA 92618

6455 IRVINE CENTER DRIVE

CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS

213-486-9200
Management information
,Lead manager since 31 December 2016
Mr. Marinella is a Partner at Capital Fixed Income Investors, a division of an affiliate of Capital. Mark Marinella is a fixed income portfolio manager at Capital Group. He has 36 years of investment industry experience and has been with Capital Group for 9 years. Earlier in his career at Capital, he was head of the Investment Resources Group as well as a senior manager in fixed income. Prior to joining Capital, Mark was a global chief investment officer for fixed income and currencies at State Street Global Advisors. He holds an MBA from Boston College and a bachelor’s degree in economics from the University of Massachusetts. He also holds the Chartered Financial Analyst® designation. Mark is based in Los Angeles.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMuni Single State Short
Fund familyCapital Group
Net assets96.99M
YTD return-0.09%
Yield1.95%
Morningstar rating★★★
Inception date12 Apr 2010

Fund operations

Last dividend0.05
Last cap gain-5.00
Holdings turnover45.00%
Average for categoryN/A

Fees and expenses

ExpenseCCSTXCategory average
Annual report expense ratio (net)0.30%0.74%
Prospectus net expense ratio0.30%N/A
Prospectus gross expense ratio0.32%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A2.72%
Max deferred sales loadN/A0.89%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A