About CETAX
Centerstone Investors Fund Class A is a global allocation mutual fund designed to achieve long-term capital growth. The fund primarily invests at least 60% of its net assets in equity and equity-related securities, reflecting a diversified approach across various industries and market capitalizations worldwide. As a multi-asset strategy, it typically includes a mix of stocks, a modest allocation to bonds, cash, and other assets, aiming to balance growth opportunities with risk management. Holdings commonly feature companies from sectors such as basic materials, consumer cyclicals, industrials, healthcare, technology, energy, and financial services. The fund also maintains exposure to alternative assets, like gold, to potentially mitigate market volatility. With an investment style categorized as mid value, Centerstone Investors Fund Class A targets investors seeking broad international diversification and professional asset management in pursuit of steady, long-term returns within the global marketplace.
Category Flexible Portfolio
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CETAX
Share Class Class A
Index MSCI AC World NR USD
CETAX had a total return of 27.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.43%.
