Prices

The historical and current prices for all unit classes of our funds are provided here for your convenience. 

 

 

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Performance

View the current periodic performance data for each of our funds.

 

 

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Fund Codes & Fees

Fund Codes and their associated fees are provided to help advisors identify the fund class applicable to them. 

 

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Investors' Journal

Ever wonder about the team behind the scenes who construct Capstone's investment funds? Our latest Investors' Journal introduces some of the new faces on our Investment Management team, an economic update, and some principles to consider when implementing your financial plan.

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Latest News & Resources