| No headlines available for SWCAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 368.40M | | Category: | Muni California Interm/Short | | Total Expense Ratio: | 0.49% |
|
| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 8.00% | | 5y Avg Return: | 3.42% | | Rank in Category (ytd): | 38 | | % Rank in Category (ytd): | 46.34% | | Beta (3y): | 0.71 | | Morningstar Risk Rating: | Average |
|
| The investment seeks high current income exempt from federal and California personal income taxes, consistent with preservation of capital. The fund normally invests at least 80% of net assets in municipal securities the interest from which is exempt from federal and California personal income tax and federal alternative minimum tax. It may invest more than 25% of total assets in municipal securities financing similar projects and may also invest in municipal notes. The fund may invest up to 15% of assets in below investment-grade bonds. It is nondiversified. | | | Fund Profile |
|
Help
Summary
Add SWCAX to Portfolio 
Download Data
