Overview

Fund Category
Net Assets
7061.23
Minimum Investment
$100000
1 Day Change
-3.20
1 Day Return
-3.20
1 Month Return
-1.98
YTD Return
-0.68
5 Year Return
4.40
Expense Ratio
0.84%
Minimum Investment
$100000
Morningstar Rating
5
NAV
-0.49
Security Type
Open-End
Share Class
Inst
Stock dividend price
$0.00
Ticker Symbol
CSDIX
Timestamp from when the data was fetched
Sep. 22 2023

Performance Details

Performance Date
Aug. 31 2023
Performance
5.65%
Performance: 3 Years
3.98%
Performance: 5 Years
3.42%

Fund information

Fund Provider
Inception Date
Fund Managers
Jason Yablon
Mathew Kirschner
Primary Perspective Benchmark