CAPPX Mutual Fund

CAPPX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
2.62%
Dividend Yield (Current)
-
Holdings
18
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: 11.80%
Other: 44.38%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

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. Go to all CAPPX holdings, CAPPX sectors, or CAPPX dividends.

CAPPX can be compared against other funds. Use CAPPX overlap to find shared positions, or CAPPX vs another fund for a side-by-side view. CAPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.