Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Golden St Tob Securitization C To 5.125% 2.07 16,950,000 0 --- 14.76 --
California St Pub Wks Brd Leas Rev Bd 5% 1.82 11,750,000 11,750,000 --- 12.97 --
California St Various P 5.5% 1.64 10,000,000 0 --- 11.73 --
Tahoe Forest Calif Hosp Dist 5.5% 1.37 8,500,000 0 --- 9.81 --
California Statewide Cmntys De Rev 5.75% 1.33 8,225,000 0 --- 9.52 --
Vista Calif Cmnty Dev Commn Ta Ta 6.125% 1.30 7,920,000 0 --- 9.26 --
Vista Calif Cmnty Dev Commn Ta Tax Al 6% 1.25 7,600,000 0 --- 8.89 --
California Pollution Ctl Fing Wtr Fur 5% 1.23 8,530,000 0 --- 8.78 --
San Francisco Calif City & Cnt Rev Bd 5% 1.14 7,000,000 -1,275,000 --- 8.13 --
Merced Calif Irr Dist 1.05 27,110,000 0 --- 7.50 --
Santa Clara Vy Calif Transn Au Sales 5% 1.03 6,545,000 0 --- 7.35 --
Central Uni Sch Dist 5% 1.03 6,900,000 0 --- 7.33 --
Murrieta Calif Redev Agy Tax Tax Allo 5% 1.01 7,100,000 0 --- 7.24 --
Hawthorne Calif Cmnty Redev Ag Tax Al 5% 1.00 6,715,000 0 --- 7.15 --
Paramount Calif Redev Agy Tax Ref Tax A 0.99 14,050,000 0 --- 7.09 --
Travis Calif Uni Sch Dist 5% 0.96 6,700,000 0 --- 6.81 --
California Health Facs Fing Au Rev Bd 5% 0.93 6,000,000 0 --- 6.64 --
Foothill / Eastern Transn Corr Rev Bd 5% 0.91 6,525,000 0 --- 6.53 --
San Marcos Calif Redev Agy Tax Tax Al 6% 0.84 6,000,000 0 --- 6.02 --
California St G O Bds 5.5% 0.83 5,000,000 0 --- 5.92 --
San Francisco Calif City & Cnt Ref Co 5% 0.82 5,180,000 0 --- 5.88 --
California St Various P 5.25% 0.82 5,000,000 0 --- 5.88 --
San Francisco Calif Bay Area R Go Bds 5% 0.80 5,000,000 0 --- 5.69 --
Metropolitan Wtr Dist 5% 0.79 5,000,000 0 --- 5.67 --
California Statewide Cmntys De Re 5.125% 0.79 5,500,000 0 --- 5.67 --
YTD Return through 05-21-13| Portfolio Holdings as of 04-30-13