Capital Group CA Short-Term Municipal

Class Other (CCSTX)
Scorecard
2 / 5 Stars
Lipper
3 3 5 4 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

#13 in Muni Single State Short

U.S. News evaluated 19 Muni Single State Short Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.86 percent over the past year, and 1.94 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 0.9%
3 Years (Annualized) 1.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to preserve the investors' investment and secondarily to provide current income exempt from federal and California income taxes. The fund primarily invests in short-term municipal bonds issued by the state of California, its agencies and municipalities. It normally invests at least 80% of its assets in, or derives at least 80% of its income from, securities that are exempt from both federal and California income taxes. The fund invests primarily in municipal bonds with quality ratings of A- or A3 or better. Its aggregate portfolio will have a dollar-weighted average maturity no greater than three years.

Fees

Fees are Low compared to funds in the same category.
Capital Group CA Short-Term Municipal has an expense ratio of 0.40 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Capital Guardian Trust Company Funds