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Canterbury Portfolio Thermostat Fund - Institutional Shares: (MF: CAPTX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:55 PM ET

$12.89 USD

-0.02 (-0.15%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for CAPTX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Canterbury Portfolio Thermostat I CAPTX NA NA 2.00 0.00 0.90 3.82

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Canterbury Portfolio Thermostat I CAPTX 5000 1000 5000 Q

Contact Information

Family Canterbury
Address 23 East Cedar Street
Zionsville, IN 46077
Phone 800 340-0234