CalTrust Short Term Fund

Portfolio Holdings as of 2/2/2012

Ticker Cusip Description S&P Rating
(1/31/2012)*
Mat.Date Years Shares Price Value
AH110712 02666QH55 AMERICAN HONDA FINANCE 11/7/2012 A+ 11/7/2012 0.8 7,800,000.000 100.1610 $7,812,558.00
BC061413 91159HGW4 US BANCORP 2.00% 6/14/2013 A 6/14/2013 1.3 4,000,000.000 101.9567 $4,078,268.00
BG111512 10138MAB1 BOTTLING GROUP LLC 4.625% 11/15/2012 A 11/15/2012 0.8 4,572,000.000 103.2322 $4,719,776.18
BH081514 084670BA5 BERKSHIRE HATHAWAY INC 8/15/2014 AA+ 8/15/2014 2.5 6,400,000.000 100.5416 $6,434,662.40
BN072814 06406HBW8 BANK OF NEW YORK MEL FLOATING 7/28/2014 A+ 7/28/2014 2.4 6,900,000.000 99.2042 $6,845,089.80
BS042612 079860AA0 BELLSOUTH CORP 4.295 04/26/2012 A- 4/26/2012 0.2 4,000,000.000 100.8271 $4,033,084.00
CB082014 17305EDX0 CITIBANK CREDIT CARD 8/20/2014 AAA 8/20/2012 0.5 5,300,000.000 100.1666 $5,308,829.80
CF040114 14912L4U2 CATERPILLAR FINANCI- AL SE 4/1/2014 A 4/1/2014 2.2 5,000,000.000 100.3492 $5,017,460.00
CF121712 14912L4J7 CATERPILLAR FIN SERV CRP 1.9% 12/17/2012 A 12/17/2012 0.8 2,500,000.000 101.2698 $2,531,745.00
CH040212 16115UD24 CHARTA LLC 4/2/2012 A-1 4/2/2012 0.2 8,000,000.000 0.9996 $7,996,984.28
CI071514 161571AN4 CHASE ISSUANCE TRUST 7/15/2014 AAA 7/15/2014 2.4 1,733,000.000 99.9969 $1,732,946.28
CI100113 13034ABJ8 CALIFORNIA INFRA- STRUCTURE 10/01/2013 10/1/2013 1.7 1,000,000.000 99.8380 $998,380.00
CI101514 161571CH5 CHASE ISSUANCE TRUST 10/15/14 AAA 10/15/2014 2.7 4,950,000.000 103.3002 $5,113,359.90
CS050114 13066YDU0 CALIFORNIA ST DEPT WTR 5.5% 5/1/2014 AA- 5/1/2014 2.2 4,000,000.000 102.2470 $4,089,880.00
CS062612 13063BLK6 CALIFORNIA ST 2.00% 6/26/2012 SP-1+ 6/26/2012 0.3 4,000,000.000 100.7030 $4,028,120.00
CT040139 13063A5F7 CALIFORNIA ST TAX- ABLE 5.65% 4/1/2039 A- 4/1/2039 27.2 2,300,000.000 105.3380 $2,422,774.00
DI40114 24702RAR2 DELL INC 4/1/2014 A- 4/1/2014 2.2 1,500,000.000 100.5400 $1,508,100.00
DICXX 26188J206 Dreyfus Cash Management - Inst NR 2/3/2012 0.0 25,627,319.540 100.0000 $25,627,319.54
EL030612 532457BD9 ELI LILLY & CO 3.55% 3/6/2012 AA- 3/6/2012 0.1 6,500,000.000 100.2461 $6,515,996.50
FF042516 31331KJL5 FEDERAL FARM CREDIT BANK 4/25/16 AAA 4/25/2016 4.2 6,799,950.580 101.3279 $6,890,247.12
FF061313 31331KMZ0 FEDERAL FARM CREDIT BANK 0.6% 6/13/2013 AAA 6/13/2013 1.3 9,500,000.000 100.0716 $9,506,802.00
FF101212 31331JR47 FEDERAL FARM CREDIT BANK 10/12/2012 AAA 10/12/2012 0.7 5,000,000.000 100.1035 $5,005,175.00
FF120613 31331J4L4 FEDERAL FARM CREDIT BANK 12/6/2013 AAA 12/6/2013 1.8 5,892,000.000 100.1691 $5,901,963.37
FH012913 313374VY3 FEDERAL HOME LOAN BANK 0.375% 1/29/13 AAA 1/29/2013 0.9 5,000,000.000 100.1640 $5,008,200.00
FH092612 3133XUUJ0 FEDERAL HOME LOAN BANK 1.625% 9/26/12 AAA 9/26/2012 0.6 26,000,000.000 100.9212 $26,239,512.00
FH112112 3133XVEM9 FEDERAL HOME LOAN BANK 1.625% 11/21/12 AAA 11/21/2012 0.8 7,500,000.000 101.1384 $7,585,380.00
FM020813 3134G12L7 FREDDIE MAC .85% 2/8/2013 AAA 2/8/2013 1.0 15,000,000.000 100.0069 $15,001,035.00
FM031515 31398V2J4 FREDDIE MAC 3/15/15 AAA 3/15/2015 3.1 2,801,165.020 100.3868 $2,811,999.93
FM040412 31398AH54 FANNIE MAE 1.00% 4/4/2012 AAA 4/4/2012 0.2 4,000,000.000 100.1507 $4,006,028.00
FM072712 3137EACK3 FREDDIE MAC 1.125% 7/27/2012 AAA 7/27/2012 0.4 7,000,000.000 100.4557 $7,031,899.00
FM073012 31398AT77 FANNIE MAE 1.125% 7/30/2012 AAA 7/30/2012 0.4 13,000,000.000 100.4857 $13,063,141.00
FM090613 3134G2ZB1 FREDDIE MAC 0.5% 9/6/2013 AAA 9/6/2013 1.6 3,330,000.000 99.9472 $3,328,241.76
FM091913 3135G0DE0 FANNIE MAE 0.50% 9/19/2013 AAA 9/19/2013 1.6 3,150,000.000 100.0012 $3,150,037.80
FM092313 31398A2S0 FANNIE MAE 1.00% 9/23/2013 AAA 9/23/2013 1.6 9,000,000.000 101.0481 $9,094,329.00
FM092412 31398A3N0 FANNIE MAE 0.625% 9/24/2012 AAA 9/24/2012 0.6 23,000,000.000 100.3192 $23,073,416.00
FM101813 3134G2S86 FREDDIE MAC 0.50% 10/18/2013 AAA 10/18/2013 1.7 7,000,000.000 99.9344 $6,995,408.00
FM102513 3135G0EH2 FANNIE MAE 0.625% 10/25/2013 AAA 10/25/2013 1.7 5,000,000.000 100.0376 $5,001,880.00
FM110413 3134G25F5 FREDDIE MAC 11/4/13 AAA 11/4/2013 1.8 4,000,000.000 100.0341 $4,001,364.00
FM113012 3137EACP2 FREDDIE MAC 0.375% 11/30/2012 AAA 11/30/2012 0.8 2,500,000.000 100.2019 $2,505,047.50
FM11413 3134G22H4 FREDDIE MAC 0.7 11/4/2013 AAA 11/4/2013 1.8 2,220,000.000 100.0468 $2,221,038.96
FM122713 3134G3DT4 FREDDIE MAC 0.55% 12/27/2013 AAA 12/27/2013 1.8 10,000,000.000 100.0658 $10,006,580.00
FM122812 3137EACQ0 FREDDIE MAC 0.625% 12/28/2012 AAA 12/28/2012 0.8 8,000,000.000 100.3922 $8,031,376.00
FM41913 3134G1VX9 FREDDIE MAC 0.8% 4/19/2013 AAA 4/19/2013 1.2 2,800,000.000 100.5396 $2,815,108.80
FN091512 31359MPF4 FANNIE MAE 4.375% 9/15/2012 AAA 9/15/2012 0.6 15,000,000.000 102.5878 $15,388,170.00
FN093013 31398A2M3 FANNIE MAE 1.125% 9/30/2013 AAA 9/30/2013 1.6 15,000,000.000 101.2939 $15,194,085.00
FN122713 3135G0GU1 FANNIE MAE 0.5% 12/27/2013 AAA 12/27/2013 1.8 6,900,000.000 100.0448 $6,903,091.20
GE010714 36962G4W1 GENERAL ELEC CAP CORP 1/7/2014 AA+ 1/7/2014 1.9 8,000,000.000 99.9416 $7,995,328.00
GE050113 36962G3T9 GENERAL ELEC CAP CORP 4.8% 5/1/2013 AA+ 5/1/2013 1.2 1,000,000.000 104.7132 $1,047,132.00
GE071515 36159JBM2 GE CAPITAL CREDIT CARD 3.69% 7/15/15 AAA 7/15/2015 3.4 3,000,000.000 101.4461 $3,043,383.00
HP053014 428236BJ1 HEWLETT-PACKARD CO 5/30/2014 BBB+ 5/30/2014 2.2 4,000,000.000 97.5011 $3,900,044.00
II102212 44924EAB6 IBM INTL GROUP CAPITAL 5.05% A+ 10/22/2012 0.7 5,975,000.000 103.2299 $6,167,986.53
IR091512 463655GT1 IRVINE RANCH CA WTR DIST 1.784 9/15/2012 AA+ 9/15/2012 0.6 2,000,000.000 100.9090 $2,018,180.00
IR091513 463655GV6 IRVINE RANCH CA WTR 2.385% 9/15/2013 AA+ 9/15/2013 1.6 5,500,000.000 102.8310 $5,655,705.00
JD061614 477867AB1 JOHN DEERE OWNER TRUST 06/16/14 AAA 6/16/2014 2.3 6,318,662.590 100.0718 $6,323,199.39
JJ51514 478160BC7 JOHNSON & JOHNSON 5/15/2014 AAA 5/15/2014 2.2 3,800,000.000 100.4647 $3,817,658.60
JP050214 46623EJH3 JPMORGAN CHASE & CO 5/2/2014 A 5/2/2014 2.2 8,690,000.000 99.4099 $8,638,720.31
KC080112 492246MA8 KERN CALIF HIGH SCH DIST 0.73% 8/1/2012 AA- 8/1/2012 0.5 3,570,000.000 100.0430 $3,571,535.10
MC070112 607763BB4 MODESTO CALIF IRR DIST ELEC 7/01/2012 A+ 7/1/2012 0.4 7,485,000.000 100.5020 $7,522,574.70
ML011014 59217GAF6 MET LIFE GLOB FUND- ING 1/10/2014 AA- 1/10/2014 1.9 7,680,000.000 99.2587 $7,623,068.16
ML081312 59217EAT1 MET LIFE GLOB FUND- ING 8/13/2012 AA- 8/13/2012 0.5 1,590,000.000 99.9316 $1,588,912.44
NR070113 637432LM5 NATIONAL RURAL UTIL COOP 5.5% 7/1/2013 A+ 7/1/2013 1.4 5,000,000.000 106.7825 $5,339,125.00
NY121412 64952WAS2 NEW YORK LIFE GLOBAL FDG 2.25% 12/14/2012 AA+ 12/14/2012 0.8 6,300,000.000 101.4363 $6,390,486.90
OC050113 68428LCT9 ORANGE CNTY CA PENSN OBLG 0.9% 5/1/2013 A+ 5/1/2013 1.2 2,800,000.000 99.8650 $2,796,220.00
OC062813 68428LCU6 ORANGE CNTY CA PENSN OBLG 0.95% 6/28/2013 A+ 6/28/2013 1.3 2,560,000.000 99.8480 $2,556,108.80
PG020614 742718DX4 PROCTOR & GAMBLE CO 2/6/2014 2/6/2014 2.0 4,870,000.000 99.8412 $4,862,266.44
SC070112 842477SQ5 SOUTHERN CALIF PUB PWR AUTH 7/01/2012 AA- 7/1/2012 0.4 8,000,000.000 100.2030 $8,016,240.00
SC70112 84247PDF5 SOUTHERN CALIF PUB PWR 4% 7/01/2012 AA- 7/1/2012 0.4 2,000,000.000 101.5180 $2,030,360.00
SF050113 79766DCQ0 SAN FRANCISCO CALIF CITY 5/1/2013 A+ 5/1/2013 1.2 2,000,000.000 100.0080 $2,000,160.00
SF060112 840058SV4 SOUTH SAN FRANCISCO CALIF 6/01/2012 SP-1+ 6/1/2012 0.3 6,000,000.000 100.4450 $6,026,700.00
SS030714 857477AJ2 STATE STREET CORP 3/7/2014 A+ 3/7/2014 2.1 7,250,000.000 99.9398 $7,245,635.50
TG101012 87244EAC6 TIAA GLOBAL MARKETS 5.125% 10/10/2012 AA+ 10/10/2012 0.7 4,712,000.000 102.9909 $4,852,931.21
UC051550 91412GEV3 UNIVERSITY CALIF REVS 5/15/2050 AA/A-1+ 5/1/2013 1.2 3,860,000.000 101.5040 $3,918,054.40
UC070113 91412GFC4 UNIVERSITY CALIF REV 0.887% 7/1/2013 AA/A-1+ 7/1/2013 1.4 8,300,000.000 100.4550 $8,337,765.00
US021513 91159HGS3 US BANCORP 2.125% 2/15/2013 A 2/15/2013 1.0 1,400,000.000 101.6337 $1,422,871.80
VC032814 92343VAZ7 VERIZON COMMUNICA- TIONS 3/28/2014 A- 3/28/2014 2.1 5,000,000.000 100.5612 $5,028,060.00

Totals 469,136,097.730 $472,312,302.40
* Security ratings are updated monthly at month-end.