Top 25 Muni California Interm/Short Funds Back to Top 25 Lists
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Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
**Net
Assets
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Legg Mason Partners Int Maturity CA I SICYX MF --- 1000000 1 3.89 3.34 4.31
Legg Mason Partners Int Maturity CA A ITCAX MF 2.25 500 53 3.66 3.11 4.11
Legg Mason Partners Int Maturity CA A LW ITCAX.lw MF --- 500 --- 3.66 3.11 4.11
Managers CA Intermediate Tax-Free MCATX MF --- 2000 41 3.57 3.44 4.36
Thornburg CA Limited-Term Muni Instl LTCIX MF --- 2500000 32 3.48 2.69 3.81
Oppenheimer Limited Term CA Muni A OLCAX MF 3.50 1000 229 3.39 --- ---
Oppenheimer Limited Term CA Muni A LW OLCAX.lw MF --- 1000 --- 3.39 --- ---
First American CA Interm Tax-Free Y FCACX MF --- 0 52 3.36 3.13 4.53
JPMorgan CA Tax Free Bond Instl JPICX MF --- 3000000 44 3.33 2.86 4.41
Payden CA Municipal Income PYCRX MF --- 5000 46 3.32 2.85 ---
HighMark CA Interm Tax-Fr Bond Fid HMITX MF --- 1000 88 3.31 2.70 4.22
Bernstein CA Municipal SNCAX MF --- 25000 1417 3.30 2.79 3.93
Schwab CA Tax-Free Bond SWCAX MF --- 100 274 3.29 3.33 4.71
Vanguard CA Interm-Trm Tax-Exempt Adm VCADX MF --- 100000 3330 3.28 2.91 ---
First American CA Interm Tax-Free A FTFCX MF 2.25 1000 6 3.24 3.00 4.44
First American CA Interm Tax-Free A LW FTFCX.lw MF --- 1000 --- 3.24 3.00 4.44
Franklin CA Interm-Term Tax-Fr Inco A LW FKCIX.lw MF --- 1000 --- 3.23 3.13 4.36
Franklin CA Interm-Term Tax-Fr Income A FKCIX MF 2.25 1000 508 3.23 3.13 4.36
JPMorgan CA Tax Free Bond A JCBAX MF 3.75 1000 12 3.23 2.73 ---
JPMorgan CA Tax Free Bond A Load Waived JCBAX.lw MF --- 1000 --- 3.23 2.73 ---
Columbia CA Intermediate Muni Bond Z NCMAX MF --- 2500 207 3.22 2.76 ---
JPMorgan CA Tax Free Bond Sel JPCBX MF --- 1000000 111 3.21 2.69 4.23
American Century CA Tax-Free Bond BCITX MF --- 5000 596 3.20 2.76 4.32
Vanguard CA Interm-Trm Tax-Exempt VCAIX MF --- 3000 1361 3.20 2.84 4.60
Thornburg CA Limited-Term Muni A LTCAX MF 1.50 5000 64 3.15 2.32 3.43
*10 year return calculated as of 2008-04-30
**Net Assets are calculated as million dollars