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Green California Tax-free Income Fund Investor Shares (CFNTX)

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Condition

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10.64 0.01    0%
14/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 39.29M
Shelton California Tax-Free Income 10.64 0.01 0%

CFNTX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Shelton California Tax-Free Income (CFNTX) fund. Our Shelton California Tax-Free Income portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.28 0.28 0.00
Bonds 99.72 99.72 0.00

 Style Box

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Name  Net % Category Average
Municipal 99.72 96.17
Cash 0.28 2.83

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 37

Number of short holdings: 1

Name ISIN Weight % Last Change %
LOS RIOS CALIF CMNTY COLLEGE DIST 5% - 6.18 - -
SANTA MARIA CALIF JT UN HIGH SCH DIST 0% - 5.24 - -
SAN MATEO FOSTER CITY CALIF PUB FING AUTH WASTEWATER REV 4% - 4.97 - -
MILPITAS CALIF UNI SCH DIST 3% - 4.86 - -
CALIFORNIA HEALTH FACS FING AUTH REV 5% - 4.55 - -
FOOTHILL-DE ANZA CALIF CMNTY COLLEGE DIST 0% - 4.49 - -
CALIFORNIA EDL FACS AUTH REV 5% - 4.47 - -
ORANGE CNTY CALIF WTR DIST REV CTFS PARTN 3% - 4.20 - -
SAN JOSE CALIF FING AUTH WASTEWATER REV 5% - 4.12 - -
SAN DIEGO CALIF PUB FACS FING AUTH SWR REV 5% - 4.06 - -

Top Equity Funds by Shelton Capital Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Shelton Nasdaq-100 Index Direct 1.74B 10.36 11.13 17.86
  Shelton Core Value Direct 708.25M 7.13 6.64 8.64
  Shelton S&P 500 Index Direct 270.22M 11.10 9.15 12.32
  Shelton S&P Midcap Index Direct 106.43M 7.71 4.16 9.43
  Shelton Capital Management SP Smald 49.29M -0.95 2.01 8.17
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