Centerstone Investors Fund Quote

CETAX Fund  USD 13.67  0.07  0.51%   

Performance

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Odds Of Distress

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Low
Centerstone Investors is trading at 13.67 as of the 19th of July 2025; that is 0.51% up since the beginning of the trading day. The fund's open price was 13.6. 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 19th of June 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. Centerstone Investors is traded on NASDAQ Exchange in the United States. More on Centerstone Investors Fund

Moving together with Centerstone Mutual Fund

  0.64CENNX Centerstone InvestorsPairCorr
  0.98RIRAX Capital Income BuilderPairCorr
  0.86RIREX Capital Income BuilderPairCorr
  0.98RIRCX Capital Income BuilderPairCorr
  0.86RIRFX Capital Income BuilderPairCorr

Centerstone Mutual Fund Highlights

Fund ConcentrationCenterstone Investors Funds, Large Value Funds, World Allocation, Centerstone Investors, Large Value (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date30th of July 2020
Fiscal Year EndMarch
Centerstone Investors Fund [CETAX] 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 15.92% with the current yeild of 0.02%, while the total return for the last 3 years was 8.65%.
Check Centerstone Investors Probability Of Bankruptcy

Instrument Allocation

Top Centerstone Investors Fund Mutual Fund Constituents

TGTTargetStockConsumer Staples
MOSThe MosaicStockMaterials
CLColgate PalmoliveStockConsumer Staples
TPRTapestryStockConsumer Discretionary
SONSonoco ProductsStockMaterials
PRGOPerrigo Company PLCStockHealth Care
ORLYOReilly AutomotiveStockConsumer Discretionary
MMM3M CompanyStockIndustrials
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Centerstone Investors Risk Profiles

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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