CAPPX Mutual Fund

TER2.62%

Holdings18

CAPPX Mutual Fund

Canterbury Portfolio Thermostat Fund Investor Class

TER2.62%

Holdings18

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

Expense Ratio

2.62%

Dividend Yield (Current)

Holdings

Inception Date

Aug 2, 2016

Fund Family

CANTERBURY Portfolio Thermostat Funds

Investment Style

PRO

Asset Class

PRO

Legal Structure

PRO

Performance

Asset Allocation

Stocks: 43.83%

Cash: 11.79%

Other: 44.38%

Price Chart (6M)

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Top Holdings

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Ticker	Name	Weight

Download all 18 holdings for CAPPX

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Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

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Category rank, peer-average returns and outperformance, updated daily.

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CAPPX Mutual Fund Overview

CAPPX Mutual Fund (Canterbury Portfolio Thermostat Fund Investor Class) is managed by CANTERBURY Portfolio Thermostat Funds. CAPPX expense ratio is 2.62%, holding 18 positions across various sectors. Inception date: 2016-08-02.

CAPPX performance shows data across multiple time periods..

CAPPX top holdings include a diversified portfolio. View all CAPPX holdings, sector breakdown, or dividend history.

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