Performance
One Year
62.61% as of 3/31/10
Five Years
4.47% as of 3/31/10
Ten Years
5.74% as of 3/31/10
Fund Expenses
Gross Expenses
0.70%
Net Expenses
0.58%

S&P MidCap Index Fund



Ticker: SPMIX
CUSIP: 130347503

At a glance:
The S&P MidCap is made up of medium-sized companies, which many investors believe to have superior growth potential.

The stocks in the Fund represent roughly 8% of the U.S. equity markets on a market capitalization basis.

The diverse portfolio invests in each major market sector, giving the investor diversification across 400 U.S. stocks.

The stocks held by the Fund are different than those included in the S&P 500 and S&P SmallCap Funds. Therefore, it represents a diversification opportunity for investors in our other index funds.

Investment goal:
This Fund seeks investment results that correspond to the total return of publicly traded, medium-sized companies as represented by the Standard & Poor's MidCap 400 Index.

Is it right for you?
If you are looking for a diversified stock fund, this Fund may be right for you. You should be comfortable with the changing values of the stock market and the risk that your investment could decline in value. Your investment time-frame should be long-term in nature.


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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.