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Data through 11/20/2009. Our favorite Muni California Interm/Short funds
Fund Category : Muni California Interm/Short : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Muni California Interm/Short 0.43 10.20 2.47 8.57 2.90 3.05
Oppenheimer Limited Term CA Muni A LW -0.46 20.03 3.72 13.18 1.72 3.93
Oppenheimer Limited Term CA Muni A -0.46 20.03 3.72 13.18 1.72 3.93
American Funds Tax-Exempt CA A LW -0.41 19.43 4.63 14.71 1.80 2.99
American Funds Tax-Exempt CA A -0.41 19.43 4.63 14.71 1.80 2.99
American Funds Tax-Exempt CA F -0.42 19.35 4.61 14.62 1.73 2.91
American Funds Tax-Exempt CA F-2 -0.40 19.33 4.69 14.94 --- ---
Oppenheimer Limited Term CA Muni C -0.53 19.25 3.52 12.32 0.95 3.11
Oppenheimer Limited Term CA Muni B -0.53 19.24 3.38 12.08 0.85 3.10
American Funds Tax-Exempt CA B -0.48 18.65 4.44 13.86 1.05 2.23
American Funds Tax-Exempt CA C -0.48 18.60 4.42 13.80 0.99 2.16
American Funds Tax-Exempt CA R5 -0.76 17.36 3.56 12.73 1.33 2.77
Evergreen CA Municipal I 0.10 15.48 4.08 12.21 2.12 2.91
Eaton Vance CA Ltd Maturity Munis A LW 0.93 15.25 3.35 10.26 2.13 2.76
Eaton Vance CA Ltd Maturity Munis A 0.93 15.25 3.35 10.26 2.13 2.76
Evergreen CA Municipal A Load Waived 0.08 15.22 4.01 11.93 1.86 2.63
Evergreen CA Municipal A 0.08 15.22 4.01 11.93 1.86 2.63
Eaton Vance CA Ltd Maturity Munis C 0.78 14.55 3.25 9.41 1.37 ---
Eaton Vance CA Ltd Maturity Munis B 0.87 14.54 3.17 9.34 1.36 1.99
Evergreen CA Municipal C 0.01 14.46 3.81 11.09 1.10 1.88
Evergreen CA Municipal B 0.01 14.46 3.81 11.09 1.10 1.88
PIMCO CA Intermediate Muni Bd Instl 0.59 13.66 3.37 10.36 1.86 2.59
PIMCO CA Intermediate Muni Bd P 0.58 13.56 3.34 10.25 --- ---
PIMCO CA Intermediate Muni Bd D 0.56 13.34 3.28 10.00 1.51 2.22
PIMCO CA Intermediate Muni Bd A LW 0.56 13.33 3.28 10.00 1.51 2.22
PIMCO CA Intermediate Muni Bd A 0.56 13.33 3.28 10.00 1.51 2.22
Franklin CA Interm-Term Tx-Fr Inc Adv -0.09 12.04 2.51 9.16 --- ---
Franklin CA Interm-Term Tx-Fr Income A -0.09 11.85 2.49 8.96 3.03 3.24
Franklin CA Interm-Term Tx-Fr Incom A LW -0.09 11.85 2.49 8.96 3.03 3.24
Franklin CA Interm-Term Tx-Fr Income C -0.14 11.39 2.34 8.35 2.47 2.69
Legg Mason WA Interm Maturity CA Muni I 0.46 10.73 2.51 8.10 3.59 3.61
Legg Mason WA Interm Maturity CA Muni A 0.34 10.68 2.51 8.01 3.42 3.44
Legg Mason WA Interm Maturity CA Mu A LW 0.34 10.68 2.51 8.01 3.42 3.44
Legg Mason WA Interm Maturity CA Muni C 0.40 10.09 2.35 7.36 2.77 2.77
Columbia CA Intermediate Muni Bond Z 1.04 9.54 2.93 9.30 3.86 3.69
Vanguard CA Interm-Term Tax-Exempt Adm 0.40 9.49 2.38 8.65 3.46 3.43
Vanguard CA Interm-Term Tax-Exempt 0.39 9.41 2.36 8.56 3.38 3.36
Columbia CA Intermediate Muni Bond A 1.01 9.28 2.86 9.02 3.57 3.41
American Century CA Tax-Free Bond 0.30 9.25 2.50 8.53 3.73 3.62
Columbia CA Intermediate Muni Bond A LW 1.01 9.20 2.86 8.93 3.54 3.29
Schwab CA Tax-Free Bond 0.61 8.75 2.20 8.13 3.31 3.67
Thornburg CA Limited-Term Muni Instl 1.17 8.68 2.64 8.71 4.55 3.73
JPMorgan CA Tax Free Bond Instl 0.65 8.68 1.99 9.04 4.02 3.64
JPMorgan CA Tax Free Bond Sel 0.63 8.60 2.05 9.05 3.96 3.53
JPMorgan CA Tax Free Bond A Load Waived 0.63 8.55 1.94 8.89 3.92 3.51
JPMorgan CA Tax Free Bond A 0.63 8.55 1.94 8.89 3.92 3.51
Thornburg CA Limited-Term Muni A LW 1.14 8.37 2.56 8.35 4.22 3.39
Thornburg CA Limited-Term Muni A 1.14 8.37 2.56 8.35 4.22 3.39
Wells Fargo Advantage CA Ltd-Term T/F Ad 0.56 8.29 2.07 7.51 3.90 3.46
Northern CA Intermediate Tax-Exempt 0.38 8.20 2.43 8.18 3.08 3.14
Thornburg CA Limited-Term Muni C 1.12 8.12 2.49 8.07 3.95 3.13
Wells Fargo Advantage CA Ltd-Term T/F A 0.63 8.07 1.98 7.29 3.68 3.20
Wells Fargo Advantage CA Ltd-Term T A LW 0.63 8.07 1.98 7.29 3.68 3.20
California Investment CA Tax-Free Inc -0.36 8.06 1.52 7.11 2.94 2.92
JPMorgan CA Tax Free Bond C 0.60 8.04 1.84 8.40 3.38 ---
Managers CA Intermediate Tax-Free 0.63 7.50 1.68 7.62 3.23 3.54
Wells Fargo Advantage CA Ltd-Term T/F C 0.56 7.45 1.87 6.57 2.89 2.44
SEI Tax-Exempt CA Municipal Bond A 0.68 7.23 1.83 7.42 3.93 3.45
Payden CA Municipal Income 0.29 6.94 1.25 7.48 3.91 3.58
Bernstein CA Municipal 1.14 6.57 2.06 6.31 3.99 3.48
HighMark CA Interm Tx-Fr Bond Fid 0.69 6.24 1.35 7.27 4.65 3.70
AllianceBern Interm CA Muni A LW 1.05 6.24 1.92 6.02 3.70 3.19
AllianceBern Interm CA Muni A 1.05 6.24 1.92 6.02 3.70 3.19
HighMark CA Interm Tax-Free Bd Retail A 0.67 6.06 1.29 6.93 4.42 3.44
HighMark CA Interm Tax-Free Bd Reta A LW 0.67 6.06 1.29 6.73 4.18 2.89
Fidelity CA S/I Tax-Free Bond 1.06 5.76 1.46 6.39 4.69 ---
AllianceBern Interm CA Muni C 0.98 5.59 1.74 5.28 2.98 2.47
AllianceBern Interm CA Muni B 0.98 5.59 1.73 5.20 2.96 2.47
HighMark CA Interm Tax-Free Bd Retail C 0.53 5.48 1.09 6.39 3.90 2.94
HighMark CA Interm Tax-Free Bd Retail B 0.61 5.42 1.11 6.27 3.68 2.71
CNI Charter CA Tax Exempt Bond Inst 0.85 4.89 1.37 5.94 3.85 3.36
CNI Charter CA Tax Exempt Bond N 0.82 4.75 1.30 5.65 3.57 3.11
California Investment CA Ins Interm 0.83 4.41 1.39 5.42 3.90 3.10
PIMCO CA Sh Dur Municipal Income Instl 0.36 4.04 1.06 4.38 3.35 ---
PIMCO CA Sh Dur Municipal Income P 0.36 3.95 1.03 4.28 --- ---
DFA CA Short-Term Municipal Bond I 0.85 3.77 0.90 4.61 --- ---
PIMCO CA Sh Dur Municipal Income D 0.33 3.67 0.96 3.96 2.94 ---
PIMCO CA Sh Dur Municipal Income A LW 0.33 3.67 0.95 3.96 2.93 ---
PIMCO CA Sh Dur Municipal Income A 0.33 3.67 0.95 3.96 2.93 ---
Bernstein Short Duration CA Municipal 0.51 3.48 1.09 3.38 3.46 2.83
Schwab California Tax-Free YieldPlus -0.06 1.54 0.53 1.34 -1.74 ---
PIMCO CA Sh Dur Municipal Income C 0.28 --- --- --- --- ---
PIMCO CA Intermediate Muni Bd C 0.48 --- --- --- --- ---
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