Why the SmallCap

California Investment Trust offers an S&P Small Cap Index fund to its shareholders. The goal of this fund is to replicate the performance of small-sized US Companies as measured by the S&P SmallCap 600 Stock Index. Over long periods of time, small cap stocks have generally outperformed other segments of the market. However, they also have shown more volatility in share price than the stocks of larger sized companies. Many investors believe that small cap stocks are the best choice for long term investment, though there can be no assurance that this trend will continue.



Learn More about the California Investment Trust S&P SmallCap Index Fund and compare its performance to other funds and indices. .


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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.