DFA CA Intermediate-Term Muni Bd I (DCIBX) Research

This fund primarily concentrates its investments in municipal debt obligations issued by the State of California, its local governments, or affiliated agencies and regional authorities. A key benefit of these holdings is that the interest income they generate is exempt from both regular federal income tax and California's state personal income tax. The portfolio is carefully managed to maintain an average dollar-weighted maturity duration falling within an intermediate range – specifically, longer than three years but shorter than ten years.

Market snapshot

Symbol
DCIBX
Price
$10.45
Day change
+0.10%
Market cap
$427.9M
52-week range
10.2-10.58
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • BlackRock Municipal Income Trust (BFK)
  • Meeder Balanced Retail (FLDFX)
  • Nuveen Flagship Ohio Muni Bd Fd Cl A (FOHTX)
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
  • Huber Select Large Cap Value Fund Institutional Class (HULEX)
  • ICON Flexible Bond Fund Investor (IOBAX)
  • TCW MetWest High Yield Bond I (MWHIX)
  • PIMCO California Municipal Bond Fund Insti Class (PCTIX)

Open DFA CA Intermediate-Term Muni Bd I (DCIBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.