Firm Overview

The California Investment Trust Fund Group is a no-load mutual fund company. We combine passive equity with active fixed income investment strategies in order to provide core investment portfolios. Our twelve mutual funds cover each primary asset class. Whether you want to target a specific asset class or build a diversified portfolio, you can count on our funds to provide asset class purity, sound investment fundamentals and extremely low expense ratios. What separates California Investment Trust Fund Group from the competition? We think it’s our “single point of contact” service model.

The California Investment Trust Fund Group features a diversified pool of low-cost, no-load mutual funds. Historically, Index Funds have been shown to out-perform the majority of actively managed funds over long periods of time. We believe that there are significant opportunities as well for active, value oriented investors. Opportunities can also be found in the much discussed California municipal bond market.

Steve Rogers is California Investment Trust’s Chief Executive Officer and portfolio manager of the six equity funds. He is a believer in indexing strategies and also brings his expertise to an actively managed portfolio, the Equity Income Fund, where he utilized fundamental principles to select a portfolio of blue chip stocks that he feels will outperform the market.

William Mock is the portfolio manager of California Investment Trust's six fixed income funds. He is an expert in the California municipal bond market and sees significant opportunities in fixed income investing.


  • Give us the two ring challenge today.


    If you think that it's hard to get a real person on the line, let us change your mind. We pride ourselves on our excellent customer service. If you call us between the hours of 8 am and 5 pm Pacific Time, we'll answer your call in two rings.

  • 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.