Breaking News

Green California Tax-free Income Fund Investor Shares (CFNTX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

10.68 0.00 0%

13/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 36.51M

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Opinion
Technical
- Technical Analysis
Forum

CFNTX Overview

On this page you'll find an in-depth profile of Green California Tax-free Income Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of CFNTX among other information.

Contact Information

Address Ste. 2550, Denver, CO 80202
Denver,CO 80202
United States

Phone 1-800-955-9988

Fax 415-421-2019

Web www.sheltoncap.com

Top Executives

Name	Title	Since	Until
Peter Higgins	Portfolio Manager	2022	Now
Biography	Peter Higgins has over 25 years of experience in fixed income investing, most notably as Partner and Lead Portfolio Manager at both Ares Management and BlueBay Asset Management. Previously, Peter specialized in global leveraged finance at investment banks such as Deutsche Bank AG, Goldman Sachs & Co. and Credit Suisse in both London, England, and New York City. Peter earned a bachelor’s degree in Economics-Political Science from Columbia University.
William Mock	Portfolio Manager	2010	Now
Biography	Bill Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. Bill rejoined the firm in February 2010 after serving as a portfolio manager for California Investment Trust from 2001 to 2003. Bill left the firm to join TKI Capital Management, a convertible arbitrage hedge fund, where he served as head trader through 2006. Bill holds a B.S. degree in Electrical Engineering from Kansas State University and an MBA with Honors from the University of Chicago Graduate School of Business.
Stephen C. Rogers	CEO, Portfolio Manager	2003	Now
Biography	Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.
David S. Falk	portfolio manager1	2019	2023
Biography	David S. Falk is a portfolio manager . Mr. Falk joined Shelton Capital Management on January 2019. He has over 36 years of fixed income experience, with an emphasis on municipal bonds and structured finance. Prior to joining Shelton Capital Management, he was a member of the portfolio management team at Cedar Ridge Partners, LLC since 2009, and prior to that served as an investment banker, research analyst and trader specializing in municipal bonds at firms including Bear, Stearns & Co. Inc. and Lazard Frères & Co. He holds a Master of Regional Planning degree from the University of North Carolina at Chapel Hill and received a B.A. (Economics and Urban Studies) from Northwestern University.
John Harnisch	-	2017	2019
Biography	John Harnisch, CFA, joined Shelton Capital Management in 2016 and is a Portfolio Manager on the Shelton Tactical Credit Fund. Prior to joining the firm, John was a portfolio manager at Acuity Capital Management, and he worked previously for Babson Capital Management. John earned a BA in Economics from Trinity College in 2002 and earned the CFA charter in 2006. He is currently a member of the Hartford CFA Society and the CFA Institute.
Charles Sandmel	-	2015	2017
Biography	Charles Sandmel joined the firm in 2015 as Portfolio Manager for the Fixed Income Separately Managed Account strategy. Charles, formerly an Investment Advisor Representative with First Affirmative Financial Network, is a 25-year veteran municipal analyst and portfolio manager specializing in the integration of bond investing with responsible, green investment principles. For over twenty years before joining Shelton Capital, Charles managed bond portfolios for individual and institutional clients for two insurance companies and a Registered Investment Advisor. He has also performed municipal bond analysis for a major brokerage house and a financial guaranty firm. Charles graduated with a Master of Public Administration degree from New York University and took further courses in finance at Boston University and the University of Michigan. He is a past Chairman of the Municipal Analysts Group of New York.
Christopher P. Browne	-	2004	2010
Biography	Browne joined CCM Partners in October 2004. Prior to joining the firm, he worked in a variety of investment evaluation roles in asset management companies such as: Autodesk Ventures, Dresdner Kleinwort Benson, Harris Bretall Sullivan & Smith, and Pacific Income Advisers. He is a member of the San Francisco Society of Financial Analysts, as well as Beta Gamma Sigma. Browne holds the Chartered Financial Analyst designation.
Gregory S. Kaplan	Portfolio Manager	2003	2004
Biography	Mr. Kaplan joined the former City National Asset Management (predecessor to City National Rochdale) in 2004. As Director of Fixed Income, he is responsible for both taxable and tax-exempt fixed income management across the firm. Mr. Kaplan is a member of the firm’s asset allocation committee and is the lead manager on the City National Rochdale California Tax-Exempt Bond Fund. Prior to joining City National, he served as Vice President and Portfolio Manager for Robertson Stephens Asset Management, where he was responsible for managing the fixed income separate account business. Other past positions include Portfolio Manager at Mentor Investment Group (now Wachovia), Vice President at NationsBank (now Bank of America), and Financial Analyst at Prudential Insurance Company’s Securities Lending unit. Mr. Kaplan holds a BS in Finance from Rutgers University in New Jersey and an MBA in Finance from The Pamplin School of Business at Virginia Tech. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco.
Phillip W. McClanahan	Director	1985	2004
Biography	McClanahan is director of investments with CCM Partners, his employer since 1985. Previously, he spent one year as a vice president and portfolio manager with Transamerica Investment Services and 18 years a portfolio manager and analyst with Fireman's Fund Insurance. He also spent one year as a credit analyst with Empire Trust Company and one year with Kidder Peabody as a registered representative.
William Mock	Portfolio Manager	2002	2003
Biography	Bill Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. Bill rejoined the firm in February 2010 after serving as a portfolio manager for California Investment Trust from 2001 to 2003. Bill left the firm to join TKI Capital Management, a convertible arbitrage hedge fund, where he served as head trader through 2006. Bill holds a B.S. degree in Electrical Engineering from Kansas State University and an MBA with Honors from the University of Chicago Graduate School of Business.

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Philippines's comment guidelines and agree to the terms described.

I Agree

CFNTX Comments

Write your thoughts about Green California Tax-free Income Fund Investor Shares

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d62-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

PSEi Composite	6,557.09	-157.24	-2.34%
Nikkei 225	38,504.00	-236.50	-0.61%
Shanghai	3,379.84	-59.44	-1.73%
US 500	5,946.9	-38.5	-0.64%
US Tech 100	20,871.5	-169.7	-0.81%
DAX	19,263.70	+260.59	+1.37%
Dollar Index	106.795	+0.416	+0.39%

Crude Oil WTI	68.62	+0.19	+0.28%
Brent Oil	72.40	-0.03	-0.04%
Natural Gas	2.766	-0.217	-7.27%
Gold	2,570.60	-15.90	-0.61%
Silver	30.538	-0.125	-0.41%
US Soybeans	988.50	-18.50	-1.84%
Copper	4.0785	-0.0045	-0.11%

Philippines 2Y	5.650	-0.093	-1.57%
Philippines 10Y	5.940	-0.137	-2.30%
Philippines 20Y	6.060	-0.115	-1.94%
U.S. 2Y	4.358	+0.074	+1.73%
U.S. 10Y	4.447	-0.004	-0.09%
U.S. 30Y	4.597	-0.040	-0.86%
Germany 10Y	2.3420	-0.0010	0.00%

Alphabet C	177.35	-3.14	-1.74%
Golden Haven	2,000.00	-220.00	-9.91%
Anheuser Busch ADR	56.35	+0.55	+0.99%
Booking	4,970.98	-16.46	-0.33%
Apple	228.22	+3.10	+1.38%
Alibaba ADR	90.58	-1.42	-1.54%
Tesla	311.18	-19.06	-5.77%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Californi.	10.68	0.00	0%
	Nordea 1 - Stable.	75.296	+0.060	+0.08%