Canterbury Portfolio Mutual Fund Money Managers
| CAPTX Fund | USD 10.68 0.04 0.38% |
Break down of Canterbury Portfolio's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Canterbury Portfolio's future under-performance.
| Thomas Hardin Executive Fund Manager |
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Canterbury |
Canterbury Portfolio Net Asset Comparison
Canterbury Portfolio Thermostat is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Tactical Allocation category is currently estimated at about 852.64 Billion. Canterbury Portfolio adds roughly 37.22 Million in net asset claiming only tiny portion of funds listed under Tactical Allocation category.
Canterbury Portfolio Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Canterbury Portfolio Price Series Summation is a cross summation of Canterbury Portfolio price series and its benchmark/peer.
Canterbury Portfolio Stakeholder
| Thomas Hardin | Fund Manager | Profile |
About Canterbury Portfolio Management Performance
The success or failure of an entity such as Canterbury Portfolio often depends on how effective the management is. Canterbury Portfolio management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Canterbury management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Canterbury management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 portfolios 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 .
Please note that past performance is not an indicator of the future performance of Canterbury Portfolio, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Canterbury Portfolio Thermostat. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.