CENTX Mutual Fund
CENTX Mutual Fund
Centerstone Investors Fund Class I

CENTX Mutual Fund Overview
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 Unknown, Industrials, Consumer Discretionary. Inception date: 2016-05-03.
CENTX performance shows a YTD return of 2.25%. The 1-year return is 10.56% and the 5-year return is 3.79%. 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%), Credit Agricole S.A. Shs (2.3%). View all CENTX holdings, sector breakdown, or dividend history.
CENTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CENTX alternatives are available via the screener, along with tax-loss harvesting opportunities.