CAUSX Mutual Fund
CAUSX Mutual Fund
US Government Securities Fund Investor Class
CAUSX Mutual Fund Overview
CAUSX Mutual Fund (US Government Securities Fund Investor Class) is managed by Shelton Capital Management with $11.0M in net assets. CAUSX expense ratio is 0.76%, holding 19 positions across sectors including Financials, Other, Unknown. Inception date: 1985-12-04.
CAUSX performance shows a YTD return of 0.02%. The 1-year return is 1.83% and the 5-year return is -0.03%. CAUSX dividend yield stands at 2.97%, paid monthly.
CAUSX top holdings include Treasury Note (Otr) 3.5% Sep 30, 2029 (13.0%), Us Treasury N/B 2 11/41 (12.9%), United States Treasury Note/Bond 4% 04/30/2032 (10.9%), Treasury Bond (Otr) 4.5% Nov 15, 2054 (10.9%), United States Treasury Note/Bond 0.50 03/31/2027 (8.3%). View all CAUSX holdings, sector breakdown, or dividend history.
CAUSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.