California Limited-term Mutual Fund Money Managers
SFCCX Fund | USD 10.12 0.02 0.20% |
Break down of California Limited-term's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with California Limited-term's future under-performance.
California |
Symbol | SFCCX |
Name | California Limited Term Tax Free |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on California Limited Term Tax Free Leadership is currently not available.
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California Limited-term Net Asset Comparison
California Limited Term Tax Free is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni Single State Short category is currently estimated at about 1.3 Billion. California Limited-term totals roughly 398.59 Million in net asset claiming about 31% of funds under Muni Single State Short category.
California Limited Term Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. California Limited Term Price Series Summation is a cross summation of California Limited-term price series and its benchmark/peer.
About California Limited-term Management Performance
The success or failure of an entity such as California Limited Term often depends on how effective the management is. California Limited-term management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of California management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the California management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests at least 80 percent of the funds net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax, and California individual income tax. It invests up to 20 percent of the funds net assets in securities whose interest is subject to federal income tax, including federal AMT. The fund invests up to 10 percent of the funds total assets in below investment-grade municipal securities and up to 10 percent of the funds total assets in inverse floaters.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in California Mutual Fund
California Limited-term financial ratios help investors to determine whether California Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in California with respect to the benefits of owning California Limited-term security.
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