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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: EQTIX
CUSIP: 130347701
At a glance:
The Equity Income Fund is made up of large and medium-sized value stocks.
Value stocks are so named because they are priced at low values relative
to other
stocks. This Fund focuses on value stocks that pay dividends.
This Fund is actively managed and we expect that over long periods
of time, it will be less volatile than each of the other stock
funds offered in this plan.
The Fund generally invests in stocks so that the average yield
of the portfolio is 150% of the yield on the S&P 500 Index.
Investment goal:
This Fund seeks income and capital growth by investing in stocks. Typically,
the Fund will invest in stocks that pay dividends at least 150% of the average
of the S&P 500 Index
Is it right for you?
If you are looking for a conservative stock fund, we feel this Fund may be
right for you. You should be comfortable with the changing values of the stock
market and the risk that your investment could decline in value. 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. 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
