Nasdaq - Delayed Quote USD
Centerstone Investors I (CENTX)
12.62
0.00
(0.00%)
As of 8:05:17 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Stifel Financial Corp
- Triad Advisors Inc
- Ausdal Financial Partners Inc
- Hewitt Financial Services
- Stockcross Financial Services Inc
- Oppenheimer & Co Inc
- Gms Group, LLC
- UBS Financial Services Inc
- Capitol Securities Management Inc
- Charles Schwab & Co Inc
- Interactive Brokers LLC
- Mid Atlantic Capital Corp
- PNC Bank
- Schwab Institutional
- Shareholder Services Corp
- Scottrade Load
- Securities Services Network
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- Reliance Trust Company
- LPL Financial Corp
- (Junk)CommonWealth PPS
- Cadaret Grant Co. Inc.
- Envestnet PMC
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- RBC Wealth Management-Advisory Eligible
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- FTJ FundChoice
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Scottrade TF
- Thrivent – Advisory Eligible
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- WEDBUSH Inc
- Harbor Investment Advisors
- ADP Access Open Fund Architecture
- Pershing LLC
- RBC Wealth Management-Wrap Eligible
- Vanguard TF
- Lantern Investments LTD
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- YORK SECURITIES, INC.
- Pershing Retirement Plan Network
- Hilltop Securities
- Capital Management Securities
- Kestra Financial
- Mutual Securities
- TCFG Wealth Management
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Allowab (non-advisory)
Fund Summary
The fund will normally invest at least 60% of its net assets in equity and equity related securities and up to 40% 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 (and securities convertible into common stocks) of U.S. and foreign companies. It may also invest up to 10% of its total assets in precious metals such as gold or silver, or in instruments related to such precious metals such as commodity contracts, options on such contracts, structured notes and ETFs.
Fund Overview
| Category | World Allocation |
| Fund Family | Centerstone Investors |
| Net Assets | 74.24M |
| YTD Return | 7.17% |
| Yield | 2.23% |
| Morningstar Rating | |
| Inception Date | May 03, 2016 |
Performance & Risk
| YTD Return | 3.46% |
| 5y Average Return | 7.59% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
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