Fund Information

US Gov't Securities Fund
US Treasury Trust
S&P 500 Index Fund
S&P MidCap Index Fund
S&P SmallCap Index Fund
Equity Income Fund
Nasdaq-100 Index Fund
European Growth & Income Fund
Short-Term US Gov't Bond Fund
Prices update at approx 7PM Pacific time.

Retirement Plans – company overview

California Investment Trust offers bundled retirement plan services to businesses that want to provide their employees with excellent retirement benefits. We offer long-term investment strategies, detailed plan administration, responsive customer service, ongoing education and support for plan participants and plan sponsors.

Our biggest advantage, what our clients love most about our service, is our "single point of contact" service strategy. Whether you are a participant looking for help or have complicated administration questions, a live person will answer your call and provide you with solutions.



Download a Plan Sponsor Guide




  • 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.