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CLFAX vs BCHYX

Both BCHYX and CLFAX are mutual funds. BCHYX has a higher 5-year return than CLFAX (4.11% vs 2.48%). Below is the comparison between BCHYX and CLFAX.

BCHYX CLFAX
Security Type Mutual fund Mutual fund
Segment Tax Exempt Fixed Income: Muni California Long Tax Exempt Fixed Income: Muni California Long
Family American Century Investments Invesco
Net Assets $902.30M N/A
Expense Ratio 0.50% N/A
Management Style active active
Dividend Yield 2.95% N/A
Minimum Investment $5,000.00 $1,000.00
YTD Return 3.21% -3.55%
1-Year Return 2.64% -5.50%
3-Year Return 5.79% 2.28%
5-Year Return 4.11% 2.48%
10-Year Return 5.89% 4.08%

BCHYX description

The Fund seeks high current income that is exempt from federal and California income tax. The portfolio managers invest at least 80% of the Fund's assets in municipal securities with income payments exempt from federal and California income taxes.

BCHYX performance & returns

YTD Return 3.21%
1-Month Return 1.24%
3-Month Return 2.64%
1-Year Return 2.64%
3-Year Return 5.79%
5-Year Return 4.11%
10-Year Return 5.89%
BCHYX expense ratio is 0.5%.

BCHYX holdings

Top 10 Holdings (9.76% of Total Assets)

Name Symbol % Assets
CALIFORNIA HSG FIN AGY MUN CTFS 4% N/A 1.60%
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 5.25% N/A 1.16%
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV 5.5% N/A 1.12%
TOBACCO SECURITIZATION AUTH SOUTHN CALIF TOB SETTLEMENT REV 5% N/A 0.96%
SILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV 0.01% N/A 0.91%
SAN JOAQUIN HILLS CALIF TRANSN CORRIDOR AGY TOLL RD REV 0.01% N/A 0.84%
CALIFORNIA CMNTY HSG AGY ESSENTIAL HSG REV 5% N/A 0.83%
SAN BUENAVENTURA CALIF REV 7.5% N/A 0.79%
CALIFORNIA STATEWIDE CMNTYS DEV AUTH HOSP REV 5% N/A 0.78%
PALOMAR HEALTH CALIF REV 5% N/A 0.77%

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CLFAX description

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CLFAX performance & returns

YTD Return -3.55%
1-Month Return -1.79%
3-Month Return -5.50%
1-Year Return -5.50%
3-Year Return 2.28%
5-Year Return 2.48%
10-Year Return 4.08%
CLFAX expense ratio is N/A.

CLFAX holdings

Top 10 Holdings (9.47% of Total Assets)

Name Symbol % Assets
SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5% N/A 1.25%
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 5% N/A 1.21%
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 5% N/A 1.14%
YOSEMITE CALIF CMNTY COLLEGE DIST 0% N/A 1.05%
SAN BERNARDINO CALIF CMNTY COLLEGE DIST 4% N/A 1.05%
IRVINE CALIF UNI SCH DIST SPL TAX 5% N/A 0.96%
GILROY CALIF UNI SCH DIST 0% N/A 0.96%
IRVINE CALIF UNI SCH DIST SPL TAX 4% N/A 0.95%
TENDER OPT BD TR RCPTS / CTFS VAR STS 14.35% N/A 0.90%

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