Centerstone Investors is trading at 14.06 as of the 13th of September 2025; that is 0.64% down since the beginning of the trading day. The fund's open price was 14.15. 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 14th of August 2025 and ending today, the 13th 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
Centerstone Investors Fund [CETAX] is traded in USA and was established 13th 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%.
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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
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.