Nasdaq - Delayed Quote USD
Canterbury Portfolio Thermostat I (CAPTX)
10.93
+0.06
+(0.55%)
At close: 8:00:10 PM EDT
Investment Information
- Min Initial Investment
- 5,000
- Min Initial Investment, IRA
- 50
- Min Initial Investment, AIP
- 50
- Min Subsequent Investment
- 5,000
- Min Subsequent Investment, IRA
- 10
- Min Subsequent Investment, AIP
- 1
Broker Availability
- TD Ameritrade Retail
- TD Ameritrade Institutional
Fund Summary
The fund is designed to pursue risk-adjusted growth by maintaining an efficient portfolio exhibiting lower or decreasing portfolio volatility throughout variable market environments. The adviser employs a tactical methodology to adjust the portfolio's asset allocation and diversification to the changing market conditions. The fund will utilize broadly diversified liquid securities traded on major exchanges, primarily exchange traded funds ("ETFs").
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Canterbury Investment Management |
| Net Assets | 7.65M |
| YTD Return | 0.36% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 02, 2016 |
Performance & Risk
| YTD Return | -1.63% |
| 5y Average Return | 4.28% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.52 |
| Morningstar Risk Rating |
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