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CETAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Centerstone Investors A (CETAX) Ownership - Who owns Centerstone Investors A?

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

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Global Moderately Aggressive Allocation
Address
Centerstone Investors Trust135 5th AvenueNew York
Phone
(212) 503-5790
Web
N/A

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.42
Min. Initial Investment
2500.00
Fund Existence
about 9 years
Turnover
49.72
Front Load
5.00
Net Assets
74978120.00
Manager Tenure
N/A

Fundamentals

CETAX
Net Assets
75M
Fund Existence
about 9 years
Turnover
49.72
Total Expense Ratio
1.42
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
1.49
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
13.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.90
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
75.00
Number of Net Holdings
80.00
Number of Short Holdings
5.00
Prospectus Acquired Expense Ratio
0.07
Weighting Top Ten Holdings
40.84%
Gain YTD
14.395
Annual Yield % from dividends
1.83
Returns for 1 year
8.44
Returns for 3 years
12.52
Returns for 5 years
35.11
Returns for 10 years
N/A
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderately Aggressive Allocation
Address
Centerstone Investors Trust135 5th AvenueNew York
Phone
(212) 503-5790
Web
N/A