CAPTX Mutual Fund

CAPTX Mutual Fund (Canterbury Portfolio Thermostat Fund Institutional Class) is managed by CANTERBURY Portfolio Thermostat Funds with $8.6M in net assets. CAPTX expense ratio is 2.37%, holding 18 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2016-08-02.

CAPTX performance shows a YTD return of 10.77%. The 1-year return is 22.93% and the 5-year return is 4.56%.

CAPTX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (11.8%), Micron Technology, Inc. (8.2%), Spdr Gold Minishares Trust (Nyse Arca) (7.6%), Technology Select Sector Spdr (6.9%), Communication Services Select (6.5%). Go to all CAPTX holdings, CAPTX sectors, or CAPTX dividends.

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