CAPTX Mutual Fund (Canterbury Portfolio Thermostat Fund Institutional Class) is managed by CANTERBURY Portfolio Thermostat Funds with $9.4M in net assets. CAPTX expense ratio is 2.37%, holding 18 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2016-08-02.

CAPTX performance shows a YTD return of 14.37%. The 1-year return is 29.59% and the 5-year return is 5.47%.

CAPTX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (11.8%), Micron Tech (8.2%), Spdr Gold Minishares Trust (Nyse Arca) (7.6%), Technology Select Sector Spdr (6.9%), Communication Services Select (6.5%). View all CAPTX holdings, sector breakdown, or dividend history.

CAPTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAPTX alternatives are available via the screener, along with tax-loss harvesting opportunities.