Ambrus Tax-Conscious California Bond Fund Institutional Class
TCCBX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Last Bear Market Total Return
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Forward Dividend Yield
Price
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52-Week Low
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NAV
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52-Week High
Beta / Standard Deviation
Beta
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Company Information
Provider
Ambrus Funds
Manager/Tenure
(Years)
(Years)
Mason Carpenter (2), H. Travis Moore (2)
Website
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Address
Ambrus Funds
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Country
United States
Phone Number
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Investment Strategy
The investment seeks to maximize total return net of federal and California state taxes, consistent with preservation of capital and prudent investment management. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed income securities and other related instruments with similar economic characteristics. At least 50% of the fund’s assets will be invested in municipal securities, issued by or on behalf of the State of California and its political subdivisions, financing authorities and their agencies, that carry interest payments that are exempt from federal and California state income taxes.