CAPTX Mutual Fund

CAPTX Mutual Fund (Canterbury Portfolio Thermostat Fund Institutional Class) is managed by CANTERBURY Portfolio Thermostat Funds with $8.3M in net assets. CAPTX expense ratio is 4.23%, holding 18 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2016-08-02.

CAPTX performance shows a YTD return of 12.30%. The 1-year return is 20.84% and the 5-year return is 2.40%.

CAPTX top holdings include Micron Technology, Inc. (8.4%), Caterpillar, Inc. (7.3%), Technology Select Sector Spdr (6.9%), Invesco Dynamic Food & Beverage Etf (6.1%), Analog Devices, Inc. (6.0%). Go to all CAPTX holdings, CAPTX sectors, or CAPTX dividends.

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