CIAOX Mutual Fund
CIAOX Mutual Fund
Capital Advisors Growth Fund Investor Class
CIAOX Mutual Fund Overview
CIAOX Mutual Fund (Capital Advisors Growth Fund Investor Class) is managed by Capital Advisors Funds with $155.2M in net assets. CIAOX expense ratio is 0.96%, holding 37 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1999-12-31.
CIAOX performance shows a YTD return of 7.08%. The 1-year return is 15.80% and the 5-year return is 10.91%. CIAOX dividend yield stands at 4.01%, paid annually.
CIAOX top holdings include First American Government Obligations Fund (9.7%), Nvidia Corp (7.7%), Alphabet Inc series C (6.4%), Apple Inc (5.8%), Amazon.Com Inc (5.7%). View all CIAOX holdings, sector breakdown, or dividend history.
CIAOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CIAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.