Stock Quote        
  Join        Login  
logo

Alliance California Municipal Income Fund Releases Monthly Portfolio Update

Tuesday, July 24, 2012 4:06 PM

NEW YORK, July 24, 2012 /PRNewswire/ -- Alliance California Municipal Income Fund, Inc. (NYSE: AKP) (the "Fund") today released its monthly portfolio update as of June 30, 2012.

Alliance California Municipal Income Fund, Inc.

 

Top 10 Fixed-Income Holdings



Portfolio %

1)   Los Angeles CA Wstwtr Sys  5.00%,  6/01/26            

4.34%

2)   San Francisco CA Pub Util Wtr Series 2012C 

       5.00%,  11/01/26

4.25%

3)    Los Angeles Cnty CA Met Trnsp Auth

       (Los Angeles Cnty Ca Mta Sales Tax)  5.00%,  7/01/25

3.74%

4)    Los Angeles CA GO Series 2012A  5.00%,  9/01/23

3.43%

5)    California Pub Wks Brd (Univ Of California Lease)

       Series 2011A  5.25%,  12/01/26

3.33%

6)    Los Angeles CA Cmnty Redev Agy (Los Angeles Ca Cra Grand Ctrl)

       AMBAC Series 02  5.375%,  12/01/26

3.14%

7)    Puerto Rico Hwy & Trnsp Auth Series 02D  5.375%, 

       7/01/36 (Prerefunded/ETM)

3.05%

8)    Los Angeles CA Harbor Dept  5.00%,  8/01/26

3.03%

9)    San Diego Cnty CA Regl Trnsp Commn Series 2012A  5.00%,  4/01/28

2.38%

10)  Coast CA CCD GO AGM Series 06B  5.00%,  8/21/24

2.31%





Sector/Industry Breakdown



Portfolio %

Revenue


Water & Sewer

16.93%

Electric Utility

5.60%

Port

5.15%

Revenue - Miscellaneous

3.99%

Higher Education - Public

3.33%

Health Care - Not-for-Profit

3.23%

Higher Education - Private

2.78%

Airport

2.51%

Primary/Secondary Ed. - Private

1.49%

Industrial Development - Utility

0.20%

SUBTOTAL

45.21%

Tax Supported


Special Tax

14.92%

Local G.O.

12.91%

Tax-Supported Local Lease

3.90%

Assessment District

2.48%

State G.O.

2.15%

Tax-Supported State Lease

1.70%

SUBTOTAL

38.06%

Prerefunded/ETM

7.48%

Insured/Guaranteed


Insured

6.51%

SUBTOTAL

6.51%

Asset-Backed


Housing - Multi-Family

2.74%

SUBTOTAL

2.74%

Total

100.00%





State Breakdown



Portfolio %

California

92.31%

Puerto Rico

6.45%

Nevada

1.04%

Ohio

0.20%

Total Investments

100.00%





Credit Quality Breakdown



Portfolio %

AAA

17.43%

AA

51.55%

A

16.88%

BBB

3.64%

Not Rated

3.02%

Pre-refunded Bonds

7.48%

Total Investments

100.00%





Portfolio Statistics:




AMT Percentage:

13.86%

Average Coupon:

5.61

Percentage of Leverage:


Bank Borrowing:

0.00%

Investment Operations:

3.77%

Preferred Stock:

36.59%

Tender Option Bonds:

4.26%

Term Asset-Backed Loans Facility (TALF):

0.00%

Total Fund Leverage:

44.62%*

Average Maturity:

5.86 Years 

Effective Duration:

5.12 Years 

Total Net Assets:

$198.25 Million**

Common Stock Net Asset Value:

$14.71

Number of Holdings:

79

Portfolio Turnover:

14


* The total percentage of leverage constitutes 4.26% through the use of tender option bonds,

36.59% in issued and outstanding preferred stock and 3.77% in investment operations, which

may include the use of certain portfolio management techniques such as credit default swaps,

dollar rolls, negative cash, reverse repurchase agreements and when-issued securities.


** Includes 72,550,000 of preferred stock at liquidation value.

The foregoing portfolio characteristics are as of the date indicated and can be expected to change. The Fund is a closed-end U.S.-registered management investment company advised by AllianceBernstein L. P.

SOURCE Alliance California Municipal Income Fund, Inc.

(Source: PR Newswire )
(Source: Quotemedia)

Follow iStockAnalyst on Twitter Follow iStockAnalyst on Twitter
Subscribe to Email Alerts
Advertisement
Post Comment -- Login is required to post message
Name:  
Alert for new comments:
Your email:
Your Website:
Title:
Comments:
 




Fundamental data is provided by Zacks Investment Research, and Commentary, news and Press Releases provided by YellowBrix and Quotemedia.
All information provided "as is" for informational purposes only, not intended for trading purposes or advice. iStockAnalyst.com is not an investment adviser and does not provide, endorse or review any information or data contained herein.
The blog articles are opinions by respective blogger. By using this site you are agreeing to terms and conditions posted on respective bloggers' website.
The postings/comments on the site may or may not be from reliable sources. Neither iStockAnalyst nor any of its independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. You are solely responsible for the investment decisions made by you and the consequences resulting therefrom. By accessing the iStockAnalyst.com site, you agree not to redistribute the information found therein.
The sector scan is based on 15-30 minutes delayed data. The Pattern scan is based on EOD data.