CAPTX Mutual Fund
NAV$14.13
AUM$9M
TER2.37%
Holdings18
CAPTX Mutual Fund
NAV$14.13
Canterbury Portfolio Thermostat Fund Institutional Class
AUM$9M
TER2.37%
Holdings18
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CAPTX Mutual Fund Performance
CAPTX performance across multiple time periods: 1-month 1.80%, YTD 16.43%, 1-year 29.71%, 3-year 12.58%, 5-year 6.03%.
CAPTX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.
CAPTX performance comparison shows side-by-side returns with another fund. CAPTX alternatives are available in the Mutual Fund Screener.