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
HighMark CA Interm Tx-Fr Bond Fid HMITX MF --- 1000 101 4.51 3.56 4.48
Fidelity CA S/I Tax-Free Bond FCSTX MF --- 10000 526 4.44 --- ---
Thornburg CA Limited-Term Muni Instl LTCIX MF --- 2500000 41 4.32 3.56 3.99
HighMark CA Interm Tax-Free Bd Reta A LW HMCIX.LW MF --- 1000 --- 4.24 3.30 4.31
HighMark CA Interm Tax-Free Bd Retail A HMCIX MF 2.25 1000 55 4.24 3.30 4.31
Thornburg CA Limited-Term Muni A LTCAX MF 1.50 5000 79 3.96 3.23 3.62
Thornburg CA Limited-Term Muni A LW LTCAX.LW MF --- 5000 --- 3.96 3.23 3.62
Payden CA Municipal Income PYCRX MF --- 5000 45 3.92 3.48 4.51
JPMorgan CA Tax Free Bond Instl JPICX MF --- 3000000 47 3.92 3.48 4.63
JPMorgan CA Tax Free Bond Sel JPCBX MF --- 1000000 109 3.87 3.37 4.48
SEI Tax-Exempt CA Municipal Bond A SBDAX MF --- 100000 150 3.83 3.30 4.52
JPMorgan CA Tax Free Bond A JCBAX MF 3.75 1000 54 3.82 3.35 ---
JPMorgan CA Tax Free Bond A Load Waived JCBAX.LW MF --- 1000 --- 3.82 3.35 ---
Bernstein CA Municipal SNCAX MF --- 25000 1155 3.82 3.32 4.11
California Investment CA Ins Interm CATFX MF --- 1000 15 3.80 3.02 4.12
Wells Fargo Advantage CA Ltd-Term T/F Ad SCTIX MF --- 1000000 81 3.78 3.36 3.91
HighMark CA Interm Tax-Free Bd Retail C HCTCX MF --- 1000 7 3.76 2.82 ---
CNI Charter CA Tax Exempt Bond Inst CNTIX MF --- 0 39 3.71 3.23 ---
American Century CA Tax-Free Bond BCITX MF --- 5000 632 3.71 3.53 4.60
Thornburg CA Limited-Term Muni C LTCCX MF --- 5000 26 3.70 2.96 3.32
Columbia CA Intermediate Muni Bond Z NCMAX MF --- 2500 207 3.69 3.52 ---
HighMark CA Interm Tax-Free Bd Retail B HCABX MF --- 1000 2 3.55 2.59 ---
AllianceBern Interm CA Muni A AICAX MF 3.00 2500 41 3.53 3.04 ---
AllianceBern Interm CA Muni A LW AICAX.LW MF --- 2500 --- 3.53 3.04 ---
Wells Fargo Advantage CA Ltd-Term T/F A SFCIX MF 3.00 1000 70 3.53 3.08 3.66
*10 year return calculated as of 2009-10-31
**Net Assets are calculated as million dollars