CENNX Mutual Fund

CENNX Mutual Fund (Centerstone Investors Fund Class C) is managed by Centerstone Investors with $4.3M in net assets. CENNX expense ratio is 2.15%, holding 52 positions across sectors including Industrials, Consumer Discretionary, Communication Services. Inception date: 2016-05-03.

CENNX performance shows a YTD return of 2.23%. The 1-year return is 11.31% and the 5-year return is 2.94%. CENNX dividend yield stands at 2.68%, paid annually.

CENNX top holdings include State Street Institutional Treasury Plus Money Market Fund Trust Class (18.1%), Spdr Gold Trust-etf (8.7%), Fanuc Corp (2.7%), Banco Santander S.a. (2.5%), Tri-party Credit Agricole Corporat (2.3%). Go to all CENNX holdings, CENNX sectors, or CENNX dividends.

CENNX can be compared against other funds. Use CENNX overlap to find shared positions, or CENNX vs another fund for a side-by-side view. CENNX alternatives are available via the screener, along with tax-loss harvesting opportunities.