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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: CAXXX
CUSIP: 130346208
At a glance:
The California Tax-Free Money Market Fund is comprised
of short-term California Municipal Securities with maturities
of one year or less. Like all money market funds, the Fund
maintains an average maturity of 90 days or less to avoid any
change in the share price from $1.00 per share. The Fund will
not change in value over time, rather it will keep the same
value and earn dividends each day. These dividends are compounded
daily and paid monthly.
The Fund is not FDIC insured, so there is a chance that the
price of the Fund could change.
This Fund offers free check writing to shareholders. Checks
must be written for amounts greater than $500.
Investment goal:
This Fund seeks as high a tax-free income for California
Residents as is possible while maintaining a stable $1.00 share
price.
Is it right for you?
The Fund is intended primarily for residents of California.
If you are looking for tax-free income and want to avoid share
price changes, this Fund may be right for you. Investors in
the Fund do not pay personal income tax on the dividends paid
and the investment time frame may be short or long-term in
nature. This Fund is designed as a cash management account
and provides the investor with free check writing. |
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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 11/2003. |
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FAQs
INDIVIDUAL INVESTORS
