CFNTX – Green California Tax-Free Income Inv Investment Strategy | Morningstar

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Strategy

The investment seeks high current tax-free income for California residents. Under normal market conditions, it is the fund's fundamental policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in California municipal bonds, that are exempt from federal and California state income taxes, although generally the percentage is much higher. The fund's duration typically ranges from four to twelve years. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CFNTX	Green California Tax-Free Income Fund Investor Shares	No Load	Open			Dec 4, 1985	$31.25M	0.810%	High	$1,000	−$1.46M

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