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CETAX
Mutual Fund ticker: NASDAQ
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Centerstone Investors A (CETAX) Ownership - Who owns Centerstone Investors A?

The investment seeks long-term growth of capital... Show more

Profile

Category
Global Moderately Aggressive Allocation
Address
Northern Lights Fund Trust III17605 WRIGHT STREETOmaha
Phone
631-470-2621
Web
www.boydwatterson.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.41
Min. Initial Investment
2500.00
Fund Existence
over 9 years
Turnover
49.72
Front Load
5.00
Net Assets
71815224.00
Manager Tenure
N/A

Fundamentals

CETAX
Net Assets
71.8M
Fund Existence
over 9 years
Turnover
49.72
Total Expense Ratio
1.41
Front Load
5.00%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Global Moderately Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.42
Assets in Top Ten Holdings
52.7M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
14.3M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.90
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
64.00
Number of Net Holdings
65.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.06
Weighting Top Ten Holdings
34.12%
Gain YTD
15.665
Annual Yield % from dividends
1.82
Returns for 1 year
16.42
Returns for 3 years
18.35
Returns for 5 years
37.14
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderately Aggressive Allocation
Address
Northern Lights Fund Trust III17605 WRIGHT STREETOmaha
Phone
631-470-2621
Web
www.boydwatterson.com