| | | Morningstar Overall Rating: |  | | Total Assets: | 86.88M | | Category: | Muni California Interm/Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 1.56% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 77 | | % Rank in Category (ytd): | 100% | | Beta (3y): | 0.06 | | Morningstar Risk Rating: | Below average |
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| The investment seeks high current income that is exempt from federal and California personal income tax consistent with minimal changes in share price. 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 the federal alternative minimum tax. It invests more than 25% of total assets in municipal securities financing similar projects. The fund may invest in bonds with effective or final maturities of any length and may invest up to 15% of assets in below investment-grade bonds. It is nondiversified. | | | Fund Profile |
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