Uptrend on the daily chart: above its 50- and 200-day averages · 50-day above the 200-day · SuperTrend up since Sep 21 · above the Ichimoku cloud · RSI 59 · MACD above its signal · 1% below its 52-week high
None of the 29 investors followed here reported a position in CPTL in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a CPTL trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.8 | -0.8 | -4.4 | 9.8 | 6.4 | -3.2 | 2.1 | 2.0 | -0.8 | 2.0 | +14.0% | ||
| 2025 | 2.8 | -1.7 | -5.7 | -1.6 | 5.5 | 4.4 | 2.0 | 2.5 | 2.2 | 2.6 | -0.4 | -1.5 | +11.1% |
| 2024 | 0.8 | 4.2 | 3.2 | -4.0 | 3.9 | 2.3 | 1.7 | 2.0 | 2.0 | -1.5 | 5.4 | -3.8 | +17.0% |
| 2023 | 6.1 | -2.3 | 2.8 | 1.1 | -1.3 | 5.5 | 3.6 | -2.3 | -4.9 | -2.5 | 9.3 | 5.0 | +20.6% |
| 2022 | -6.1 | -3.7 | 4.1 | -9.1 | -0.6 | -8.8 | 9.9 | -3.9 | -9.6 | 9.1 | 6.0 | -6.1 | −19.7% |
| 2021 | -0.3 | 2.0 | 5.0 | 4.6 | 1.7 | 1.0 | 2.9 | 2.4 | -4.9 | 6.3 | -1.0 | 4.5 | +26.3% |
| 2020 | -0.9 | -8.5 | -14.3 | 12.9 | 4.8 | 2.2 | 6.6 | 6.8 | -3.2 | -2.1 | 11.3 | 3.0 | +16.3% |
| 2019 | 8.9 | 4.5 | 1.0 | 3.8 | -6.1 | 5.9 | 2.0 | -2.8 | 2.7 | 1.1 | 3.6 | 1.1 | +28.0% |
| 2018 | 5.0 | -3.1 | -1.6 | 0.3 | 1.3 | 0.9 | 3.4 | 2.5 | 0.7 | -6.6 | 3.3 | -10.7 | −5.6% |
| 2017 | 1.3 | 4.3 | 0.1 | 1.1 | 1.5 | 1.2 | 1.0 | -0.5 | 3.3 | 1.7 | 3.7 | 1.1 | +21.5% |
| 2016 | 1.0 | -0.1 | -2.4 | 4.1 | 1.0 | +3.5% |
The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to companies that Morningstar, Inc. (the “index provider”) determines exhibit strong capital allocation practices, as measured by the index Provider’s proprietary capital allocation rating framework.