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Century Shares Trust Instl (CENSX) Fund Ranking and Research

Ranking, Research and Recommendation of Century Shares Trust Instl (CENSX) Fund

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Graph of Century Shares Trust Instl Fund (CENSX) ManagerFund Manager - Alexander L. Thorndike

Fund Manager Information

Fund Manager Tenure: 21.1 years
Fund Family: Century Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
As CIO and Chairman of the Investment Committee, Thorndike brings 12 years of equity research and portfolio management experience to Century Capital. Since his arrival in 1999, Thorndike has played an important role developing the overall decision-making process and recruiting investment professionals. Prior to joining, he was an equity analyst at William Blair & Co., LLC and an Investment Analyst/Portfolio Manager at CC&F Asset Mgmt.  Get more insights on Alexander L. Thorndike

 

Graph of Century Shares Trust Instl Fund (CENSX) ProfileCentury Shares Trust Instl Fund (CENSX) Profile

Fund Profile and Description

Century Shares Trust Instl Fund seeks long-term growth of principal and income. Century Shares Trust Instl Fund invests primarily in the common stocks of U.S. companies without regard to market capitalization. It invests in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

 

Century Shares Trust Instl (CENSX) Fund Strength What we like about Century Shares Trust Instl (CENSX) Fund

Data for Century Shares Trust Instl Fund (CENSX) as of May 30, 2016

  • Century Shares Trust Instl Fund (CENSX) management has been with Century Shares Trust Instl Fund for 21.1 years
  • Century Shares Trust Instl Fund (CENSX) has good short-term performance (1-year return 0.57% vs -1.74% Large Growth category median performance)
  • Century Shares Trust Instl Fund (CENSX) has good mid-term performance (3-year return 12.54% vs 10.74% Large Growth category median performance)
  • Century Shares Trust Instl Fund (CENSX) has good Long-term performance (5-year return 11.27% vs 10.14% Large Growth category median performance)
  • Century Shares Trust Instl Fund (CENSX) ratio of up-years vs down years is greater than 2
  • Century Shares Trust Instl Fund (CENSX) has a Morningstar rating of 4 and above
  • Century Shares Trust Instl Fund (CENSX) has an annual stock turnover rate of 46.00% vs Large Growth average of 50.46%. It is good that Century Shares Trust Instl management does not trade extensively for its return.
  • Century Shares Trust Instl Fund (CENSX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.83, lower than category average of 12.75
  • Century Shares Trust Instl Fund (CENSX) has a lower expense ratio than its Large Growth average: 1.11% vs 1.17%
  • Century Shares Trust Instl Fund (CENSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Century Shares Trust Instl Fund (CENSX) Weakness What we are cautious about Century Shares Trust Instl (CENSX) Fund

Data for Century Shares Trust Instl Fund (CENSX) as of May 30, 2016

See Century Shares Trust Instl Fund (CENSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Century Shares Trust Instl Fund (CENSX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Century Shares Trust Instl-0.200.5712.5411.27
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Century Shares Trust Instl Fund (CENSX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Century Shares Trust Instl Fund (CENSX) Net Asset TrackingCentury Shares Trust Instl (CENSX) Fund Net Asset

Track net asset change of Century Shares Trust Instl fund (CENSX)

DateNet Asset
05/2016$214.23M
03/2016$215.31M
02/2016$205.15M
More historic net asset information on Century Shares Trust Instl Fund (CENSX)

  

Graph of Century Shares Trust Instl Fund (CENSX) Portfolio TrackingCentury Shares Trust Instl (CENSX) Fund Portfolio Allocation

Track portfolio allocation change of Century Shares Trust Instl fund (CENSX)

DateCashStockBondOther
03/20162.87%97.13%0%0%
12/20153.92%96.08%0%0%
09/20156.47%93.53%0%0%
Click here to see more historic asset allocation information on Century Shares Trust Instl Fund (CENSX)

 

graph of Century Shares Trust Instl Fund (CENSX) Top 10 Position TrackingTop 10 Holdings in Century Shares Trust Instl (CENSX) Fund

Discover what Century Shares Trust Instl Fund (CENSX) manager is buying

Mar 30, 2016
Equinix, Inc. [4.61%]
Apple Inc. [4.57%]
American Tower Corporation (REI [4.46%]
Pepsico, Inc. Common Stock [4.22%]
Western Union Company (The) Com [4.15%]
United Parcel Service, Inc. Com [4.04%]
Visa Inc. [4.02%]
Verisk Analytics, Inc. [3.98%]
Cerner Corporation [3.63%]
Twenty-First Century Fox, Inc. [3.63%]

Dec 30, 2015
Amazon.com, Inc. [6.19%]
Equinix, Inc. [4.49%]
Apple Inc. [4.35%]
American Tower Corporation (REI [4.23%]
Cerner Corporation [4.07%]
Pepsico, Inc. Common Stock [4.05%]
Allergan plc Ordinary Shares [4.05%]
Visa Inc. [4.01%]
Western Union Company (The) Com [3.79%]
Verisk Analytics, Inc. [3.77%]

Sep 29, 2015
Amazon.com, Inc. [4.8%]
Apple Inc. [4.67%]
Allergan PLC [4.56%]
Harley-Davidson, Inc. Common St [4.14%]
Equinix, Inc. [4.05%]
Western Union Company (The) Com [3.98%]
American Tower Corporation (REI [3.93%]
Pepsico, Inc. Common Stock [3.92%]
Verisk Analytics, Inc. [3.71%]
Visa Inc. [3.69%]
Click here for Stock Holding Change Map in Century Shares Trust Instl Fund (CENSX)

  

Latest News on Century Shares Trust Instl (CENSX) Fund

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Century Shares Trust Instl Fund (CENSX) Related ResourcesSee more information on Century Shares Trust Instl (CENSX) Fund

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