CETAX Mutual Fund (Centerstone Investors Fund Class A) is managed by Centerstone Investors with $10.2M in net assets. CETAX expense ratio is 1.40%, holding 52 positions across sectors including Unknown, Industrials, Consumer Discretionary. Inception date: 2016-05-03.

CETAX performance shows a YTD return of 2.25%. The 1-year return is 10.42% and the 5-year return is 3.55%. CETAX dividend yield stands at 4.01%, paid annually.

CETAX top holdings include State Street Institutional Treasury Plus Money Market Fund Trust Class (18.1%), Spdr Gold Trust Etf 09/18/2020 181.00 Us (8.7%), Fanuc Corp (2.7%), Banco Santander S.a. (2.5%), Credit Agricole Sa (2.3%). View all CETAX holdings, sector breakdown, or dividend history.

CETAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CETAX alternatives are available via the screener, along with tax-loss harvesting opportunities.