Capital Advisors Growth FundCIAOX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$148.0M
Expense ratio
0.96%
1-year return
+14.3%
3 years, a year
+16.5%
5 years, a year
+9.7%
Holdings
37
What it aims to do.
Capital Advisors Growth Fund (the Fund) seeks to achieve long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Government Obli | 9.74% |
| NVDA NVIDIA Corp | 7.66% |
| GOOG Alphabet Inc | 6.36% |
| AAPL Apple Inc | 5.78% |
| AMZN Amazon.com Inc | 5.70% |
| JPM JPMorgan Chase & Co | 5.68% |
| MSFT Microsoft Corp | 4.99% |
| AMAT Applied Materials Inc | 4.28% |
| HON Honeywell International Inc | 3.01% |
| GEV GE Vernova Inc | 2.83% |
More on CIAOX.
- CIAOX overview
- CIAOX holdings
- CIAOX risk
- CIAOX costs
- CIAOX money in and out
- CIAOX share classes
- Compare CIAOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.