CAPTX Mutual Fund Analysis & Holdings | MarketXLS

CAPTX Mutual Fund

NAV$14.04

AUM$9M

TER2.37%

Holdings18

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CAPTX Mutual Fund

NAV$14.04

Canterbury Portfolio Thermostat Fund Institutional Class

AUM$9M

TER2.37%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

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CAPTX Mutual Fund Similar Funds

CAPTX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include AVGRX, BPGRX, FWIFX, RGLEX, GEORX.

CAPTX alternatives help with portfolio diversification and cost optimization. CAPTX overlap analysis shows shared holdings with similar funds. CAPTX tax-loss harvesting finds correlated substitutes.