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
Fidelity CA S/I Tax-Free Bond FCSTX MF --- 10000 539 4.69 --- ---
HighMark CA Interm Tx-Fr Bond Fid HMITX MF --- 1000 97 4.64 3.67 4.48
Thornburg CA Limited-Term Muni Instl LTCIX MF --- 2500000 42 4.55 3.73 3.99
HighMark CA Interm Tax-Free Bd Retail A HMCIX MF 2.25 1000 55 4.37 3.41 4.31
Thornburg CA Limited-Term Muni A LTCAX MF 1.50 5000 81 4.19 3.39 3.62
Thornburg CA Limited-Term Muni A LW LTCAX.LW MF --- 5000 --- 4.19 3.39 3.62
HighMark CA Interm Tax-Free Bd Reta A LW HMCIX.LW MF --- 1000 --- 4.13 2.86 3.97
JPMorgan CA Tax Free Bond Instl JPICX MF --- 3000000 48 3.99 3.62 4.63
Bernstein CA Municipal SNCAX MF --- 25000 1160 3.96 3.45 4.11
California Investment CA Ins Interm CATFX MF --- 1000 14 3.93 3.12 4.12
JPMorgan CA Tax Free Bond Sel JPCBX MF --- 1000000 111 3.93 3.51 4.48
Thornburg CA Limited-Term Muni C LTCCX MF --- 5000 27 3.92 3.13 3.32
HighMark CA Interm Tax-Free Bd Retail C HCTCX MF --- 1000 8 3.91 2.93 ---
SEI Tax-Exempt CA Municipal Bond A SBDAX MF --- 100000 150 3.90 3.39 4.52
Wells Fargo Advantage CA Ltd-Term T/F Ad SCTIX MF --- 1000000 89 3.90 3.45 3.91
JPMorgan CA Tax Free Bond A Load Waived JCBAX.LW MF --- 1000 --- 3.89 3.51 ---
JPMorgan CA Tax Free Bond A JCBAX MF 3.75 1000 60 3.89 3.51 ---
Payden CA Municipal Income PYCRX MF --- 5000 44 3.87 3.55 4.51
CNI Charter CA Tax Exempt Bond Inst CNTIX MF --- 0 38 3.84 3.37 ---
Columbia CA Intermediate Muni Bond Z NCMAX MF --- 2500 202 3.79 3.67 ---
AllianceBern Interm CA Muni A AICAX MF 3.00 2500 38 3.67 3.17 ---
AllianceBern Interm CA Muni A LW AICAX.LW MF --- 2500 --- 3.67 3.17 ---
Wells Fargo Advantage CA Ltd-Term T/F A SFCIX MF 3.00 1000 76 3.67 3.19 3.66
Wells Fargo Advantage CA Ltd-Term T A LW SFCIX.LW MF --- 1000 --- 3.67 3.19 3.66
American Century CA Tax-Free Bond BCITX MF --- 5000 635 3.66 3.58 4.60
*10 year return calculated as of 2009-10-31
**Net Assets are calculated as million dollars