Canterbury Portfolio is trading at 11.17 as of the 25th of June 2025; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 11.16. Canterbury Portfolio has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 27th of March 2025 and ending today, the 25th of June 2025. Click here to learn more.
The fund is designed to pursue risk-adjusted growth by maintaining an efficient portfolio exhibiting lower or decreasing portfolio volatility throughout variable market environments. Canterbury Portfolio is traded on NASDAQ Exchange in the United States. More on Canterbury Portfolio Thermostat
Canterbury Portfolio Thermostat [CAPTX] is traded in USA and was established 25th of June 2025. Canterbury Portfolio is listed under Canterbury Investment Management category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Canterbury Investment Management family. This fund currently has accumulated 37.22 M in assets under management (AUM) with minimum initial investment of 5 K. Canterbury Portfolio is currently producing year-to-date (YTD) return of 0.72%, while the total return for the last 3 years was 0.51%.
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Other Information on Investing in Canterbury Mutual Fund
Canterbury Portfolio financial ratios help investors to determine whether Canterbury Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Canterbury with respect to the benefits of owning Canterbury Portfolio security.