Ambrus Tax-Conscious California Bond Fund

Ambrus Tax-Conscious California Bond Fund is a registered fund series of FundVantage Trust (series S000077407). Net assets $486.3M as of 2026-03-31.

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Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
CALIFORNIA ST$8.0M164.12%
SAN FRANCISCO CA CITY &CNTY AR$6.8M140.46%
SACRAMENTO CA TRANSIENT OCCUPA$5.7M116.88%
CALIFORNIA STATEWIDE CMNTYS DEV AUTH$5.5M114.00%
Dreyfus Government Cash Management Funds$5.3M108.11%
SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN$5.2M107.78%
CALIFORNIA ST EDUCTNL FACS AUT$5.2M106.29%
CALIFORNIA ST EDUCTNL FACS AUT$5.1M105.26%
Pimco Senior Loan Active Exchange-Traded Fund$4.9M100.29%
CALIFORNIA CMNTY CHOICE FING AUTH$4.8M99.51%
CALIFORNIA ST$4.8M97.78%
M-S-R ENERGY AUTH CALIF$4.7M97.36%
CALIFORNIA CMNTY CHOICE FING AUTH$4.7M96.07%
SPDR Series Trust$4.7M95.90%
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK$4.7M95.85%

Net asset history

Report dateNet assets
2026-03-31$486.3M
2025-12-31$467.2M
2025-09-30$431.6M
2025-06-30$386.3M
2025-03-31$359.0M
2024-12-31$340.0M
2024-09-30$292.5M
2024-06-28$250.4M

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