1 / 5 Stars
1 2 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 19 Muni California Intermediate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 2.98 percent over the past year, and 3.94 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.3%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide current income exempt from federal and California income taxes while preserving your investment. The fund primarily invests in intermediate maturity municipal bonds issued by the state of California, its agencies and municipalities. It invests at least 80% of its assets in, or derives at least 80% of its income from, securities that are exempt from federal and California income taxes. The fund invests primarily in municipal bonds with quality ratings of A- or A3 or better. The dollar-weighted average maturity of the fund's portfolio will be between three and 10 years.
Fees are Below Average compared to funds in the same category.
Capital CA Core Municipal has an expense ratio of 0.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.