Mutual Fund Finder

Last update: 31-Mar-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
HighMark CA Interm Tax-Free Bd Retail B HCABX Muni California Intermediate HighMark 2.96% 1.54% 4.0% 3.89%
Western Asset Interm Maturity CA Muni I SICYX Muni California Intermediate Legg Mason 0.45% 0.45% 5.19% 4.74%
Western Asset Interm Maturity CA Muni A ITCAX Muni California Intermediate Legg Mason 0.41% 0.41% 5.01% 4.59%
DFA CA Intermediate-Term Muni Bd I DCIBX Muni California Intermediate Dimensional Fund Advisors 0.2% 0.2% N/A N/A
HighMark CA Interm Tax-Free Bd Retail A HMCIX Muni California Intermediate HighMark -0.03% -0.03% 3.98% 4.14%
HighMark CA Interm Tx-Fr Bond Fid HMITX Muni California Intermediate HighMark -0.06% -0.06% 4.21% 4.38%
Managers CA Intermediate Tax-Free MCATX Muni California Intermediate Managers Funds -0.16% 0.36% 5.62% 5.64%
PIMCO CA Intermediate Muni Bd Instl PCIMX Muni California Intermediate PIMCO -0.2% 0.71% 5.2% 5.14%
Vanguard CA Interm-Term Tax-Exempt Adm VCADX Muni California Intermediate Vanguard -0.22% 1.04% 6.3% 6.18%
HighMark CA Interm Tax-Free Bd Retail C HCTCX Muni California Intermediate HighMark -0.24% -0.24% 3.49% 3.66%
PIMCO CA Intermediate Muni Bd A PCMBX Muni California Intermediate PIMCO -0.28% 0.66% 4.86% 4.8%
American Century CA Interm-T T-Fr Bd Inv BCITX Muni California Intermediate American Century Investments -0.28% 0.91% 5.85% 5.88%
CNI Charter CA Tax Exempt Bond Servicing CNTIX Muni California Intermediate CNI Charter -0.28% 0.51% 3.92% 4.47%
Columbia California Interm Muni Bd Z NCMAX Muni California Intermediate Columbia -0.33% 0.99% 6.26% 6.42%
CNI Charter CA Tax Exempt Bond N CCTEX Muni California Intermediate CNI Charter -0.34% 0.47% 3.65% 4.2%
Shelton California Tax-Free Income CFNTX Muni California Intermediate Shelton Capital Management -0.35% 1.0% 5.63% 5.57%
Columbia California Interm Muni Bd R5 CNBRX Muni California Intermediate Columbia -0.4% 1.01% 6.23% 6.4%
PIMCO CA Intermediate Muni Bd C PCFCX Muni California Intermediate PIMCO -0.46% 0.54% 4.08% 4.01%
JPMorgan CA Tax Free Bond A JCBAX Muni California Intermediate JPMorgan -0.46% 0.69% 5.42% 5.7%
JPMorgan CA Tax Free Bond Sel JPCBX Muni California Intermediate JPMorgan -0.46% 0.78% 5.47% 5.77%
Columbia California Interm Muni Bd A NACMX Muni California Intermediate Columbia -0.48% 0.95% 6.02% 6.15%
Franklin CA Interm-Term Tx-Fr Inc Adv FRCZX Muni California Intermediate Franklin Templeton Investment Funds -0.49% 0.87% 6.3% 6.01%
American Century CA Interm-T T-Fr Bd C BCIYX Muni California Intermediate American Century Investments -0.52% 0.83% 4.8% 4.83%
Columbia California Interm Muni Bd C CCICX Muni California Intermediate Columbia -0.58% 0.82% 5.23% 5.36%
Franklin CA Interm-Term Tx-Fr Income A FKCIX Muni California Intermediate Franklin Templeton Investment Funds -0.6% 0.77% 6.15% 5.87%
Capital CA Core Municipal CCCMX Muni California Intermediate Capital Guardian Trust Company -0.65% 0.79% N/A N/A
Columbia California Interm Muni Bd B CCIBX Muni California Intermediate Columbia -0.67% 0.83% 5.2% 5.36%
Franklin CA Interm-Term Tx-Fr Income C FCCIX Muni California Intermediate Franklin Templeton Investment Funds -0.73% 0.67% 5.57% 5.29%
Payden CA Municipal Income PYCRX Muni California Intermediate Paydenfunds -0.76% 0.48% 4.97% 5.36%
Northern CA Intermediate Tax-Exempt NCITX Muni California Intermediate Northern Funds -0.82% 0.72% 6.03% 6.0%
First Investors Tax Exempt CA B FOUSA00DQ8 Muni California Intermediate First Investors -1.01% 0.98% 5.55% 6.2%
MainStay California Tax Free Opps A MSCAX Muni California Intermediate MainStay N/A N/A N/A N/A
MainStay California Tax Free Opps C MSCCX Muni California Intermediate MainStay N/A N/A N/A N/A
MainStay California Tax Free Opps I MCOIX Muni California Intermediate MainStay N/A N/A N/A N/A
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