CCPAX Mutual Fund

NAV$12.89

Fund Essentials

Net Assets
-
Expense Ratio
1.41%
Dividend Yield (Current)
3.50%
Holdings
89
Inception Date
Jul 16, 2021
Fund Family
FS Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-3.93%
1 Year+1.33%
3 Year-1.62%

Asset Allocation

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

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 89 holdings for CCPAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.50%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how CCPAX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

CCPAX Mutual Fund Overview

CCPAX Mutual Fund (FS CHIRON CAPITAL ALLOCATION FUND-Class A) is managed by FS Investments. CCPAX expense ratio is 1.41%, holding 89 positions across various sectors. Inception date: 2021-07-16.

CCPAX performance shows a YTD return of -3.93%. The 1-year return is 1.33%. CCPAX dividend yield stands at 3.50%, paid monthly.

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

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