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CALI
Description
Description
CALI was created on 2023-07-11 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 602.91m in AUM and 238 holdings. CALY is an actively managed fund that primarily invests in municipal securities exempt from federal income taxes. It will hold short-term, investment grade Muni bonds issued in California while aiming for an effective portfolio duration equal to or less than 1.5 years.
NYSE/NASDAQ
ETF - A bundle of shares
Performance
Performance
$50.02
USD
▼ -$0.03 (-0.05%)
21st October 2026, 04:00 a.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
* US price history does not take into account stock splits
Quick facts
Quick facts
▼ -0.05% Growth
3 years capital growth
▲ 2.51% Dividends
Annual dividend yield
$15 AUD minimum investment
Due to minimum AUD to USD conversion
$0 USD median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
CA IVRWTR 02.01.2 (IRVINE RANCH CALIF WTR DIST - 1.8 2056-02-01)
3%
CA MODWTR 10.01.2 (MODESTO CALIF WTR REV CTFS PAR - 2.05 2036-10-01)
2%
CA CATOLL 04.01.2 (BAY AREA TOLL AUTH CALIF TOLL - 1.8 2059-04-01)
2%
Distributions
Distributions
Annual dividend yield
2.51%
Average franked amount
0%
3yr avg. dividend yield
0.94%
Dividend reinvestment
Highest franked amount
N/A
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.20% p.a.
Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
0.2
Inception date
2023-07-11
Pearler community insights
Pearler community insights
General statistics
0 investors hold CALI
N/A average time between investments
N/A average holding per investor
N/A since last community investment
Demographics
Income of investors
Less than 50k
-
50k - 100k
-
100k - 150k
-
150k - 200k
-
More than 200k
-
Age of investors
18-25 years old
-
26-34 years old
-
35-90 years old
-
Legal gender of investors
0% male
0% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 20 October 2026, and may have changed since.
Learn more
Learn more
Job Opportunity – Head of Growth
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