CFNTX Mutual Fund
CFNTX Mutual Fund
Green California Tax-Free Income Fund Investor Class
CFNTX Mutual Fund Overview
CFNTX Mutual Fund (Green California Tax-Free Income Fund Investor Class) is managed by Shelton Capital Management with $32.2M in net assets. CFNTX expense ratio is 0.81%, holding 37 positions across sectors including Financials, Other, Utilities. Inception date: 1985-12-04.
CFNTX performance shows a YTD return of 2.48%. The 1-year return is 6.35% and the 5-year return is 0.61%. CFNTX dividend yield stands at 2.50%, paid monthly.
CFNTX top holdings include California St Eductnl Facs Auth Re 5% Apr 01, 2051 (6.9%), City Of San Jose Financing Authority 5 11/01/2052 (4.8%), Public Facilities Financing Authority Of The City Of San Diego, California, Subordinated Sewer Reven (4.7%), University of California Regents, Medical Center Pooled Revenue Bonds, Variable Rate Demand Series 2013k (4.7%), City Of Los Angeles Ca Wastewater System Revenue 5.25 2047-06-01 (4.6%). View all CFNTX holdings, sector breakdown, or dividend history.
CFNTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFNTX alternatives are available via the screener, along with tax-loss harvesting opportunities.