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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: CATFX
CUSIP: 130346307
At a glance:
The California Insured Intermediate Fund is made up
of intermediate-term California Municipal Bonds issued by the
State of California and a number of municipalities located
within the state.
Generally, all the bonds in this Fund are considered investment
grade by at least one independent rating agency; however, not
all bonds in the Fund are rated. The Manager of the Fund will
purchase a non-rated bond only if it is considered to be of
a similar credit quality as an investment grade bond. The Fund
manager avoids bonds subject to AMT (alternative minimum tax)
to maximize the value to shareholders.
Investment goal:
The California Tax free Income Fund seeks to produce
high tax-free income for California residents, as is consistent
with prudent investment management.
Is it right for you?
The California Insured Intermediate Fund is intended
primarily for residents of California but may be held by residents
of other states. If you are looking for tax-free income and
are comfortable with the moderate volatility of an intermediate-term
bond fund, this may be the right investment for you. Generally,
this Fund fluctuates less than the CA Tax-Free Income Fund
pays a lower rate of dividend income. |
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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. 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
INDIVIDUAL INVESTORS
