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Questions
If you have questions or need assistance,
please call (800) 225-8778 or send us an email.
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Ticker: CAUKX
CUSIP: 130347776
At a glance:
It is made up of U.S. Government Securities, primarily long-term treasury bonds
and GNMAs.
The bonds in the Fund are backed by the full faith & credit
of the United States Government. This means that the Government
insures the bonds against default, but not the fund itself.
Long-term bond funds typically pay higher dividends than short-term
bond funds and money markets. However, the share price is usually
more volatile. In other words, an investor earns a higher yield
for accepting higher risk.
Investment goal:
This Fund seeks to maximize current income by investing in long-term U.S. Government
Securities.
Is it right for you?
If you want to own a long-term bond fund and are comfortable with the share
price volatility, 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 should be long-term
in nature. |
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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. The K Shares began investment operations on October 16, 2003, therefore all performance results are based on the performance of the Direct Shares. Because the K Shares are invested in the same portfolio of securities as the Direct Shares, the annual returns of K Shares would differ only to the extent that K Shares do not have the same fees or expenses. 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 7/2008.
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FAQs
401(K)
INVESTORS
