CETAX Mutual Fund

CETAX Mutual Fund (Centerstone Investors Fund Class A) is managed by Centerstone Investors with $10.2M in net assets. CETAX expense ratio is 1.40%, holding 52 positions across sectors including Industrials, Consumer Discretionary, Communication Services. Inception date: 2016-05-03.

CETAX performance shows a YTD return of 2.25%. The 1-year return is 11.73% and the 5-year return is 3.63%. CETAX dividend yield stands at 4.01%, paid annually.

CETAX 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 CETAX holdings, CETAX sectors, or CETAX dividends.

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