Centerstone Investors Fund (CENTX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CENTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CENTX
CENTX charges 1.10% annually. There are 51 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | CENTX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | CENTX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | CENTX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | CENTX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | CENTX vs JNSMX |
Best Risk-Adjusted Alternatives to CENTX
CENTX has a PortfoliosLab risk / return rank of 58. There are 46 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | CENTX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | CENTX vs GBFFX | |
| Principal Diversified Select Real Asset Fund | 95 | — | Jul 2019 | CENTX vs PDSYX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | CENTX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | CENTX vs GBMFX |
Top Performing CENTX Alternatives (YTD)
CENTX is at 2.97% YTD. There are 73 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | CENTX vs CHW | |
| Calamos Global Total Return Fund | 21.26% | — | Oct 2005 | CENTX vs CGO | |
| Calamos Global Opportunities Fund | 16.09% | — | Sep 1996 | CENTX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 16.05% | — | Dec 2002 | CENTX vs TIBAX | |
| Leuthold Global Fund | 13.98% | — | Apr 2008 | CENTX vs GLBIX |
Lowest Volatility Alternatives to CENTX
CENTX has 7.00% 1-year volatility. There are 9 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | CENTX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | CENTX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | CENTX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.88% | — | Sep 2011 | CENTX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.93% | — | Dec 2011 | CENTX vs PMFYX |
Lowest Drawdown Alternatives to CENTX
CENTX has a 1-year max drawdown of -4.56%. There are 6 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | CENTX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | CENTX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | CENTX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | CENTX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | CENTX vs MSTGX |
Often Compared With CENTX
Investors most often compare CENTX with RAPZX, MHEIX, HRLYX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 37 | 10.83% | — | Jan 2012 | CENTX vs RAPZX | |
| MH Elite Income Fund of Funds | Global Allocation | 33 | 2.09% | — | Aug 2011 | CENTX vs MHEIX | |
| Hartford Real Asset Fund | Global Allocation | 90 | 10.68% | — | May 2010 | CENTX vs HRLYX | |
| Allspring Absolute Return Fund | Global Allocation | 88 | 13.34% | — | Feb 2012 | CENTX vs WARAX | |
| Principal Diversified Real Asset Fund | Global Allocation | 73 | 10.89% | — | Mar 2010 | CENTX vs PDRDX | |
| Wilmington Real Asset Fund | Global Allocation | 77 | 13.55% | — | Jun 2003 | CENTX vs WMRIX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 10.99% | — | Jun 2015 | CENTX vs SAWMX | |
| Nuveen Multi-Asset Income Fund | Global Allocation | 61 | 13.89% | — | Nov 2021 | CENTX vs NMAI |
Compare CENTX with Any Fund or Stock
Compare CENTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CENTX with funds that move differently
Centerstone Investors Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CENTX.
Explore CENTX Diversifiers