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CETAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$12.00
Change
-$0.08 (-0.66%)
Net Assets
120.72M

CETAX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chevron Corp (NYSE:CVX).

Industry description

The investment seeks long-term growth of capital. The fund will normally invest at least 60% of its net assets in equity and equity related securities and up to 40% of its total assets in fixed-income instruments. It may also invest in cash and cash equivalents. The fund primarily invests its assets in common stocks (and securities convertible into common stocks) of U.S. and foreign companies. It may also invest up to 10% of its total assets in precious metals such as gold or silver, or in instruments related to such precious metals such as commodity contracts, options on such contracts, structured notes and ETFs.

Market Cap

The average market capitalization across the Centerstone Investors A MF is 92.62B. The market cap for tickers in the group ranges from 1.1B to 292.97B. CVX holds the highest valuation in this group at 292.97B. The lowest valued company is TRS at 1.1B.

Volume

The average weekly volume growth across all stocks in the Centerstone Investors A MF was 25%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 41%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 81
P/E Growth Rating: 22
Price Growth Rating: 40
SMR Rating: 56
Profit Risk Rating: 55
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

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