CIAOX : Capital Advisors Growth Fund Investor Class

CIAOX is a US Stocks Market Large Growth with MODERATE fees.

CIAOX

Capital Advisors Growth Fund Investor Class

FI Score

29 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

29% FI Score
  • ciaox
  • Mutual Fund
  • US Stocks
  • Large Growth

Capital Advisors Growth Fund Investor Class

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of domestic (U.S.) companies. Under normal conditions, the fund will invest at least 65% of its total assets in common stocks of companies that the Advisor believes have the potential for long-term growth of capital. The Advisor uses the growth style of investing. Growth stocks are equity securities of companies that have or are expected to have above average earnings growth. The fund may also write covered call options on up to 33% of its net assets for the purpose of generating additional income for the fund.

Largest Holdings

Amount Holding
5.78% Microsoft Corp
5.34% Apple Inc
4.84% Amazon.com Inc
4.31% Visa Inc Class A
4.13% The Kroger Co
4.02% Accenture PLC Class A
3.89% Danaher Corp
3.76% Procter & Gamble Co
3.63% BlackRock Inc
3.62% PepsiCo Inc
3.59% Thermo Fisher Scientific Inc
3.33% PayPal Holdings Inc
3.33% Raytheon Co
3.18% Alibaba Group Holding Ltd ADR
2.80% Intuit Inc
2.77% JPMorgan Chase & Co
2.76% UnitedHealth Group Inc
2.56% SPDR® S&P Biotech ETF
2.55% Stryker Corp
2.40% Alphabet Inc Class C
2.19% Teladoc Health Inc
2.12% NXP Semiconductors NV
1.99% Applied Materials Inc
1.98% Brookfield Asset Management Inc Class A
1.75% NVIDIA Corp

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