The investment seeks to provide shareholders with a high level of income exempt from federal income tax and with income exempt from California personal income tax. The fund invests at least 80% of its net assets plus any borrowings for investment purposes in securities issued by or on behalf of states, territories, and possessions of the United States and their political subdivisions, agencies, authorities and instrumentalities, and the District of Columbia. It will invest at least 80% of its Net Assets in California Obligations. It is non-diversified.
Fund filings (PDF) »
Management Team (Started: Aug 4, 1999)
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