California Tax Free Income Fund Quote

CFNTX Fund  USD 10.75  0.02  0.19%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
California Tax-free is trading at 10.75 as of the 1st of December 2024; that is 0.19 percent increase since the beginning of the trading day. The fund's open price was 10.73. California Tax-free has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for California Tax Free Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of June 2023 and ending today, the 1st of December 2024. Click here to learn more.
Under normal market conditions, it is the funds fundamental policy to invest at least 80 percent of its total assets in California municipal bonds, that are exempt from federal and California state income taxes, although generally the percentage is much higher. More on California Tax Free Income

Moving against California Mutual Fund

  0.43NQQQX Shelton Funds Downward RallyPairCorr
  0.43NASDX Nasdaq 100 Index Downward RallyPairCorr
  0.43NDXKX Nasdaq 100 Index Downward RallyPairCorr
  0.35SPMIX Sp Midcap IndexPairCorr
  0.34EQTKX Shelton E ValuePairCorr
  0.34EQTIX Shelton E ValuePairCorr

California Mutual Fund Highlights

Fund ConcentrationShelton Capital Management Funds, Large Funds, Muni California Intermediate Funds, Muni California Intermediate, Shelton Capital Management, Large, Muni California Intermediate (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
California Tax Free Income [CFNTX] is traded in USA and was established 1st of December 2024. California Tax-free is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Muni California Intermediate category and is part of Shelton Capital Management family. This fund currently has accumulated 43.46 M in assets under management (AUM) with minimum initial investment of 1 K. California Tax Free is currently producing year-to-date (YTD) return of 1.24% with the current yeild of 0.01%, while the total return for the last 3 years was -0.37%.
Check California Tax-free Probability Of Bankruptcy

Instrument Allocation

California Tax Free Risk Profiles

California Tax-free Against Markets

Other Information on Investing in California Mutual Fund

California Tax-free 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 Tax-free security.
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