Centerstone Investors Fund Quote
| CETAX Fund | USD 14.14 0.04 0.28% |
PerformanceFair
| Odds Of DistressLow
|
Centerstone Investors is trading at 14.14 as of the 26th of September 2025; that is 0.28% down since the beginning of the trading day. The fund's open price was 14.18. Centerstone Investors has about a 20 % 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 August 2025 and ending today, the 26th of September 2025. Click here to learn more.
The fund normally invests 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
| 1.0 | CENTX | Centerstone Investors | PairCorr |
| 0.9 | RIRAX | Capital Income Builder | PairCorr |
| 0.9 | RIREX | Capital Income Builder | PairCorr |
| 0.9 | RIRCX | Capital Income Builder | PairCorr |
| 0.9 | RIRFX | Capital Income Builder | PairCorr |
Moving against Centerstone Mutual Fund
Centerstone Mutual Fund Highlights
| Fund Concentration | Centerstone Investors Funds, Large Value Funds, World Allocation, Centerstone Investors, Large Value (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 30th of July 2020 |
| Fiscal Year End | March |
Centerstone Investors Fund [CETAX] is traded in USA and was established 26th of September 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 19.14% with the current yeild of 0.02%, while the total return for the last 3 years was 8.32%.
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 | |
| SON | Sonoco Products | Stock | Materials | |
| PRGO | Perrigo Company PLC | Stock | Health Care | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| MMM | 3M Company | Stock | Industrials | |
| MHK | Mohawk Industries | Stock | Consumer Discretionary |
Centerstone Investors Risk Profiles
| Mean Deviation | 0.4466 | |||
| Semi Deviation | 0.4104 | |||
| Standard Deviation | 0.5738 | |||
| Variance | 0.3293 |
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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