Top 25 Muni California Interm/Short Funds Back to Top 25 Lists
Back to Mutual Fund Center
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 3.79 3.70 4.14
Thornburg CA Limited-Term Muni Instl LTCIX MF --- 2500000 39 3.64 3.17 3.68
Legg Mason Partners Int Maturity CA A ITCAX MF 2.25 1000 61 3.60 3.49 3.93
Legg Mason Partners Int Maturity CA A LW ITCAX.LW MF --- 1000 --- 3.60 3.49 3.93
HighMark CA Interm Tax-Fr Bond Fid HMITX MF --- 1000 90 3.50 3.35 4.07
Bernstein CA Municipal SNCAX MF --- 25000 1427 3.46 3.44 3.79
Payden CA Municipal Income PYCRX MF --- 5000 48 3.43 3.64 ---
Managers CA Intermediate Tax-Free MCATX MF --- 2000 37 3.40 4.31 4.12
JPMorgan CA Tax Free Bond Instl JPICX MF --- 3000000 42 3.31 3.64 4.19
Thornburg CA Limited-Term Muni A LTCAX MF 1.50 5000 69 3.30 2.79 3.31
Thornburg CA Limited-Term Muni A LW LTCAX.LW MF --- 5000 --- 3.30 2.79 3.31
SEI Tax-Exempt CA Municipal Bond A SBDAX MF --- 100000 219 3.28 3.63 ---
HighMark CA Interm Tax-Fr Bond Ret A HMCIX MF 2.25 1000 28 3.26 3.09 3.92
HighMark CA Interm Tax-Fr Bond Ret A LW HMCIX.LW MF --- 1000 --- 3.26 3.09 3.92
Vanguard CA Interm-Trm Tax-Exempt Adm VCADX MF --- 100000 3535 3.23 3.57 ---
Schwab CA Tax-Free Bond SWCAX MF --- 100 295 3.22 4.43 4.55
CNI Charter CA Tax Exempt Bond Inst CNTIX MF --- 0 33 3.21 3.21 ---
Wells Fargo Advantage CA Ltd-Term T/F Ad SCTIX MF --- 1000000 45 3.21 3.13 3.62
JPMorgan CA Tax Free Bond Sel JPCBX MF --- 1000000 110 3.20 3.48 4.03
JPMorgan CA Tax Free Bond A JCBAX MF 3.75 1000 13 3.19 3.50 ---
JPMorgan CA Tax Free Bond A Load Waived JCBAX.LW MF --- 1000 --- 3.19 3.50 ---
AllianceBernstein Interm CA Muni A LW AICAX.LW MF --- 2500 --- 3.18 3.17 ---
AllianceBernstein Interm CA Muni A AICAX MF 4.25 2500 28 3.18 3.17 ---
Columbia CA Intermediate Muni Bond Z NCMAX MF --- 2500 216 3.18 3.39 ---
Vanguard CA Interm-Trm Tax-Exempt VCAIX MF --- 3000 1422 3.16 3.50 4.39
*10 year return calculated as of 2008-07-31
**Net Assets are calculated as million dollars