None of the 29 investors followed here reported a position in FCAL in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a FCAL trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.5 | 1.1 | -2.4 | 0.9 | 0.1 | 0.5 | -2.1 | -0.8 | -4.2 | 0.6 | −5.6% | ||
| 2025 | -0.2 | 0.5 | -2.1 | -0.5 | -0.7 | 0.0 | -0.8 | 0.4 | 2.1 | 1.1 | 0.1 | -0.1 | −0.1% |
| 2024 | -0.2 | -0.1 | -0.2 | -1.1 | -0.3 | 1.2 | 0.4 | 0.5 | 0.4 | -1.1 | 1.2 | -1.7 | −1.1% |
| 2023 | 2.7 | -2.2 | 1.3 | -0.1 | -1.0 | 0.6 | 0.1 | -1.7 | -2.0 | -1.3 | 4.7 | 2.2 | +3.1% |
| 2022 | -3.0 | -0.8 | -3.3 | -3.7 | 0.9 | -2.3 | 2.5 | -1.8 | -3.9 | -1.0 | 4.5 | -0.1 | −11.6% |
| 2021 | 0.8 | -1.5 | 0.4 | 1.1 | 0.3 | 0.6 | 0.6 | -0.5 | -1.1 | -0.4 | 0.7 | 0.0 | +1.2% |
| 2020 | 2.0 | 1.1 | -7.2 | -3.0 | 3.3 | 1.9 | 1.8 | -0.7 | 0.1 | 0.0 | 1.6 | 0.8 | +1.3% |
| 2019 | -0.2 | 0.7 | 1.9 | 0.2 | 1.4 | 0.5 | 0.6 | 1.8 | -0.8 | 0.0 | 0.1 | 0.2 | +6.4% |
| 2018 | -2.3 | -1.0 | 0.8 | -0.7 | 0.9 | -0.2 | -0.0 | 0.3 | -1.1 | -1.2 | 0.6 | 1.3 | −2.7% |
| 2017 | 0.5 | 1.0 | -0.4 | 0.2 | -0.0 | 1.8 | +3.1% |
The fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in municipal debt securities that pay interest that is exempt from regular federal income taxes and California income taxes. It will invest no more than 50% of its net assets in Municipal Securities that are, at the time of investment, not investment grade, commonly referred to as "high yield" or "junk" bonds.
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