CAPTX Mutual Fund Similar Funds | MarketXLS

CAPTX Mutual Fund

NAV$14.20

AUM$9M

TER2.37%

Holdings18

See how much of CAPTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

CAPTX Mutual Fund

NAV$14.20

Canterbury Portfolio Thermostat Fund Institutional Class

AUM$9M

TER2.37%

Holdings18

See how much of CAPTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Similar to CAPTX

Mutual Funds tracking PRO

Loading similar mutual funds...

CAPTX Mutual Fund Similar Funds

CAPTX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include JHISX, MCEGX, FEREX, RIFSX, MFQAX.

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