CFNTX Mutual Fund

CFNTX Mutual Fund (Green California Tax-Free Income Fund Investor Class) is managed by Shelton Capital Management with $30.9M in net assets. CFNTX expense ratio is 0.81%, holding 41 positions across sectors including Financials, Utilities, Health Care. Inception date: 1985-12-04.

CFNTX performance shows a YTD return of -0.12%. The 1-year return is 3.31% and the 5-year return is 0.01%. CFNTX dividend yield stands at 3.03%, paid monthly.

CFNTX top holdings include California St Eductnl Facs Auth Re 5% Apr 01, 2051 (7.1%), City Of San Jose Financing Authority 5 11/01/2052 (4.9%), Public Facilities Financing Authority Of The City Of San Diego, California, Subordinated Sewer Reven (4.8%), City Of Los Angeles Ca Wastewater System Revenue,5.25,2047-06-01 (4.7%), San Mateo Foster City Public Financing Authority 4 08/01/2044 (4.6%). Go to all CFNTX holdings, CFNTX sectors, or CFNTX dividends.

CFNTX can be compared against other funds. Use CFNTX overlap to find shared positions, or CFNTX vs another fund for a side-by-side view. CFNTX alternatives are available via the screener, along with tax-loss harvesting opportunities.