Adaptive Growth Opportunities Fund Institutional Class (CATEX) Research
The fund's core aim is to achieve capital growth. It primarily allocates its assets to exchange-traded funds (ETFs) that are regulated under the Investment Company Act of 1940 and are independent of the fund itself. These underlying ETFs concentrate their investments in global equity securities from numerous international issuers. The fund also has the discretion to make direct investments in specific large-capitalization stocks, various fixed-income instruments, and highly liquid cash holdings.
Market snapshot
- Symbol
- CATEX
- Price
- $25.82
- Day change
- +1.10%
- Market cap
- $149.9M
- P/E ratio
- 11.28x
- 52-week range
- 17.42-25.97
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Zero Coupon 2020 Fund Investor Class (BTTTX)
- Calvert Mid-Cap Fund Class A (CCAFX)
- Janus Henderson Global Bond Fund Class A (JGBAX)
- Janus Henderson Global Bond Fund - T Shares (JHBTX)
- BMO Low Volatility Equity Fund Class I (MLVEX)
- Neuberger Berman Short Duration Bond Trust Class (NSBTX)
- AlphaSimplex Tactical U.S. Market Fund Class A (USMAX)
- AlphaSimplex Tactical U.S. Market Fund Class C (USMCX)
Open Adaptive Growth Opportunities Fund Institutional Class (CATEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.