CENTX Mutual Fund

CENTX Mutual Fund (Centerstone Investors Fund Class I) is managed by Centerstone Investors with $47.6M in net assets. CENTX expense ratio is 1.15%, holding 52 positions across sectors including Industrials, Consumer Discretionary, Communication Services. Inception date: 2016-05-03.

CENTX performance shows a YTD return of 2.27%. The 1-year return is 11.78% and the 5-year return is 3.85%. CENTX dividend yield stands at 4.41%, paid annually.

CENTX 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 CENTX holdings, CENTX sectors, or CENTX dividends.

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