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Centerstone International C (CSINX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.930.00 (0.00%)
At close: 08:05AM EDT

Centerstone International C

New York, New York 10010

135 5th Avenue

Centerstone Investors Trust

(212) 503-5790
Management information
,Lead manager since 2 May 2016
Abhay Deshpande founded Centerstone Investors and serves as the Chief Investment Officer. He has many years of experience researching and investing in businesses globally. Prior to establishing Centerstone, Mr. Deshpande was a Portfolio Manager at First Eagle Investment Management, advisor to the Global and Overseas strategies that comprised the vast majority of the firm’s billions in assets under management. During his 15-year tenure, his responsibilities included hiring and training analysts along with leading the research team during times of market turbulence. He spearheaded the research efforts during both the 2001 technology and 2008 credit crises, and in both cases his direct efforts helped clients minimize losses, and ultimately thrive, during his career at First Eagle. Previously, Mr. Deshpande was a Research Analyst with Harris Associates and International and Global products. He also was an Analyst for Morningstar responsible for following a variety of International mutual funds. He began his career at a boutique investment advisor in Louisville, KY. Mr. Deshpande holds a BS in Finance from the University of Louisville. He is a CFA Charterholder and a member of the New York Society of Security Analysts.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Blend
Fund familyCenterstone Investors
Net assets9.28M
YTD return-1.02%
Yield1.86%
Morningstar rating★
Inception date2 May 2016

Fund operations

Last dividend0.18
Last cap gain-58.00
Holdings turnover30.37%
Average for categoryN/A

Fees and expenses

ExpenseCSINXCategory average
Annual report expense ratio (net)1.17%0.92%
Prospectus net expense ratio1.17%N/A
Prospectus gross expense ratio1.37%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A