Company profile
Employees
Location
Fiscal year end
Former names
California Investment Trust
SEC CIK
Latest filings (excl ownership)
POS EX
Additional exhibits for listing
11 Jan 23
N-CEN
Annual report (registered investment company)
14 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
7 Nov 22
CORRESP
Correspondence with SEC
3 Oct 22
N-PX
Annual report of proxy voting record
2 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 May 22
N-CEN
Annual report (registered investment company)
12 Nov 21
N-CSR
Certified annual shareholder report (management investment company)
5 Nov 21
N-CSRS/A
Certified semi-annual shareholder report (management investment company) (amended)
27 Aug 21
N-PX
Annual report of proxy voting record
19 Aug 21
Latest ownership filings
NPORT-P
Shelton Green Alpha Fund (Nov 2022 report)
30 Jan 23
NPORT-P
U.S. Government Securities Fund (Nov 2022 report)
30 Jan 23
NPORT-P
Nasdaq-100 Index Fund (Nov 2022 report)
30 Jan 23
NPORT-P
Shelton Equity Income Fund (Nov 2022 report)
30 Jan 23
NPORT-P
S&P SmallCap Index Fund (Nov 2022 report)
30 Jan 23
NPORT-P
S&P MidCap Index Fund (Nov 2022 report)
30 Jan 23
NPORT-P
S&P 500 Index Fund (Nov 2022 report)
30 Jan 23
NPORT-P
Green Ca Tax-free Inc FND (Nov 2022 report)
30 Jan 23
NPORT-P
S&P SmallCap Index Fund (Aug 2022 report)
28 Oct 22
NPORT-P
Nasdaq-100 Index Fund (Aug 2022 report)
28 Oct 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| GREEN CA TAX-FREE INC FND | CFNTX | 3.28 | -0.32 | -2.84 | 46.30 mm | 40 | Nov 2022 |
| Nasdaq-100 Index Fund | NDXKX, NASDX | 5.54 | 3.95 | -10.60 | 960.92 mm | 104 | Nov 2022 |
| S&P 500 Index Fund | SPFIX, SPXKX | 5.57 | 8.10 | -9.25 | 215.90 mm | 496 | Nov 2022 |
| S&P MidCap Index Fund | SPMIX, MIDKX | 6.03 | 10.45 | -9.08 | 113.51 mm | 399 | Nov 2022 |
| S&P SmallCap Index Fund | SMCIX, SMLKX | 3.94 | 12.34 | -9.75 | 56.63 mm | 544 | Nov 2022 |
| Shelton Equity Income Fund | EQTIX, EQTKX | 5.05 | 7.71 | -7.60 | 383.67 mm | 214 | Nov 2022 |
| Shelton Green Alpha Fund | NEXTX, NEXIX | 9.61 | -0.16 | -11.49 | 226.12 mm | 57 | Nov 2022 |
| U.S. Government Securities Fund | CAUSX, CAUKX | 1.49 | -0.66 | -2.40 | 15.29 mm | 19 | Nov 2022 |