Centerstone Investors Fund Quote
| CENNX Fund | USD 13.40 0.01 0.07% |
PerformanceSolid
| Odds Of DistressLow
|
Centerstone Investors is trading at 13.40 as of the 19th of July 2025; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 13.39. Centerstone Investors has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund will normally invest at least 60 percent of its net assets in equity and equity related securities and up to 40 percent 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 of U.S. More on Centerstone Investors Fund
Moving together with Centerstone Mutual Fund
Centerstone Mutual Fund Highlights
| Fund Concentration | Centerstone Investors Funds, Large Value Funds, World Allocation, Centerstone Investors (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of July 2020 |
| Fiscal Year End | March |
Centerstone Investors Fund [CENNX] is traded in USA and was established 19th of July 2025. Centerstone Investors is listed under Centerstone Investors category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Centerstone Investors family. This fund currently has accumulated 234.98 M in assets under management (AUM) with no minimum investment requirementsCenterstone Investors is currently producing year-to-date (YTD) return of 15.5% with the current yeild of 0.01%, while the total return for the last 3 years was 7.84%.
Check Centerstone Investors Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Centerstone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Centerstone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Centerstone Investors Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Centerstone Investors Fund Mutual Fund Constituents
| TGT | Target | Stock | Consumer Staples | |
| MOS | The Mosaic | Stock | Materials | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| TPR | Tapestry | Stock | Consumer Discretionary | |
| SON | Sonoco Products | Stock | Materials | |
| PRGO | Perrigo Company PLC | Stock | Health Care | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| MMM | 3M Company | Stock | Industrials |
Centerstone Investors Risk Profiles
| Mean Deviation | 0.3792 | |||
| Semi Deviation | 0.2124 | |||
| Standard Deviation | 0.4778 | |||
| Variance | 0.2283 |
Centerstone Investors Against Markets
Other Information on Investing in Centerstone Mutual Fund
Centerstone Investors financial ratios help investors to determine whether Centerstone 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 Centerstone with respect to the benefits of owning Centerstone Investors security.
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