U.S. Government Securities FundCAUKX

MUTUAL FUNDCCM Partners LP. dba Shelton
Type
Mutual fund
Peer group
Government bond
Net assets
$11.2M
Expense ratio
1.27%
1-year return
+4.0%
3 years, a year
+2.9%
5 years, a year
-0.4%
Holdings
19

What it aims to do.

The Funds investment objective is to seek liquidity, safety from credit risk and as high a level of income as is consistent with these objectives.

Top 10 holdings.

Holding% of fund
United States Treasury Notes13.01%
United States Treasury Bonds12.92%
United States Treasury Notes10.95%
United States Treasury Bonds10.93%
United States Treasury Notes8.25%
United States Treasury Notes7.66%
United States Treasury Notes7.58%
United States Treasury Notes7.17%
United States Treasury Bonds5.57%
United States Treasury Bonds4.76%

More on CAUKX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.