CCAPX Mutual Fund

NAV$12.88

Fund Essentials

Net Assets
$357M
Expense Ratio
1.16%
Dividend Yield (Current)
3.77%
Holdings
89
Inception Date
Nov 30, 2015
Fund Family
FS Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-3.87%
1 Year+1.59%
3 Year-1.38%
5 Year+8.39%

Asset Allocation

Stocks: 62.09%
Bonds: 6.26%
Other: 31.66%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.77%
Frequency
Monthly
Latest Distribution
$0.14
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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CCAPX Mutual Fund Overview

CCAPX Mutual Fund (FS CHIRON CAPITAL ALLOCATION FUNDClass I Shares) is managed by FS Investments with $357.1M in net assets. CCAPX expense ratio is 1.16%, holding 89 positions across various sectors. Inception date: 2015-11-30.

CCAPX performance shows a YTD return of -3.87%. The 1-year return is 1.59% and the 5-year return is 8.39%. CCAPX dividend yield stands at 3.77%, paid monthly.

CCAPX top holdings include a diversified portfolio. View all CCAPX holdings, sector breakdown, or dividend history.

CCAPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CCAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.