Green Ca Tax-Free Inc FndCFNTX

MUTUAL FUNDCCM Partners LP. dba Shelton
Type
Mutual fund
Peer group
Municipal bond
Net assets
$33.3M
Expense ratio
0.81%
1-year return
+3.4%
3 years, a year
+2.9%
5 years, a year
+0.6%
Holdings
37

What it aims to do.

The Funds investment objective is to seek high current tax-free income for California residents.

Top 10 holdings.

Holding% of fund
California Edl Facs Auth6.91%
San Jose Calif Fing Auth4.77%
San Diego Calif Pub Facs Fing Auth4.73%
Univ Calif Regts Med Ctr4.68%
Los Angeles Calif4.58%
San Mateo Foster City Calif Pub Fing Auth4.52%
San Francisco Calif Bay Area Rapid Tran Dist4.06%
San Diego Calif Uni Sch Dist3.76%
California Infrastructure & Economic Dev Bk3.61%
Los Angeles Calif Dept Arpts3.26%

More on CFNTX.

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