Canterbury Portfolio Thermostat Fund Class I Shares
CAPTX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Canterbury Investment Management
Manager/Tenure
(Years)
(Years)
Kimberly J. Custer (9), Thomas L. Hardin (9)
Website
Address
23 East Cedar Street
Zionsville IN - 46077
Zionsville IN - 46077
Country
United States
Phone Number
317-732-2075
Investment Strategy
The investment seeks long-term risk-adjusted growth. 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").