Performance
One Year
0.96% as of 3/31/10
Five Years
3.62% as of 3/31/10
Ten Years
3.42% as of 3/31/10
Since Inception
3.47% as of 3/31/10
Fund Expenses
Gross Expenses
0.95%
Net Expenses
0.59%

Short-Term US Gov't Bond Fund



Ticker: STUSX
CUSIP: 130347875

At a glance:
The Short-Term U.S. Government Bond Fund is made up of U.S Government Securities, primarily short and intermediate-term treasury bonds, notes and bills.

The bonds in the Fund are backed by the full faith and credit of the United States Government, meaning that the Government insures the bonds against default, but not the Fund itself.

Short-term bond funds typically pay lower dividends than long-term bond funds. However, the share price is usually less volatile. In other words, an investor earns a lower yield by avoiding higher risk.

Investment goal:
This Fund seeks to maximize current income and moderate volatility by investing in shorter-term U.S. Government Securities.

Is it right for you?
If you are comfortable with moderate volatility in the share price of your investment and want to earn dividend income, you may want to consider this Fund. This Fund is referred to as an “income fund” meaning that it pays dividend income and is not managed for growth. Your investment time-frame could be intermediate or 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.