Performance
One Year
3.12% as of 3/31/10
Five Years
3.33% as of 3/31/10
Ten Years
4.06% as of 3/31/10
Fund Expenses
Gross Expenses
0.92%
Net Expenses
0.68%

CA Insured Intermediate Fund



Ticker: CATFX
CUSIP: 130346307

At a glance:
The California Insured Intermediate Fund is made up of intermediate-term California Municipal Bonds issued by the State of California and a number of municipalities located within the state.

Generally, all the bonds in this Fund are considered investment grade by at least one independent rating agency; however, not all bonds in the Fund are rated. The Manager of the Fund will purchase a non-rated bond only if it is considered to be of a similar credit quality as an investment grade bond. The Fund manager avoids bonds subject to AMT (alternative minimum tax) to maximize the value to shareholders.

Investment goal:
The California Tax free Income Fund seeks to produce high tax-free income for California residents, as is consistent with prudent investment management.

Is it right for you?
The California Insured Intermediate Fund is intended primarily for residents of California but may be held by residents of other states. If you are looking for tax-free income and are comfortable with the moderate volatility of an intermediate-term bond fund, this may be the right investment for you. Generally, this Fund fluctuates less than the CA Tax-Free Income Fund pays a lower rate of dividend income.


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  • Headquarters


    California Investment Trust 44 Montgomery Street, Suite 2100 San Francisco, CA 94104 Phone: 800-225-8778
    Email: info@caltrust.com
The pricing, performance, graphs, and charts are provided by Ticker Technologies, Inc. The information contained herein has not been verified by California Investment Trust Fund Group or by its advisor, CCM Partners, LP, and should not be used for trading purposes. For official Fund prices and performance, please contact the Funds at (800) 225-8778. Past performance is not necessarily indicative of future results and current performance may be lower or higher than the performance quoted. The net asset value of each Fund's shares will fluctuate, as will the investment return and the principal value of an investment, so that an investor's shares, when redeemed, may be worth more or less than their original cost. This sheet must be preceded or accompanied by the current prospectus for the funds comprising the California Investment Trust Fund Group, which provides details about charges, investment objectives, risks and operating policies of the Funds. RFS Partners is the distributor of the California Investment Trust Fund Group. Distributed by RFS Partners 01/2010. Get Started Today: Download an application or call us at (800) 225-8778 and allow us to put together an application package that meets your investment objectives.