- What does CABT invest in?
- Coastal Bank & Trust, founded in 2009 and headquartered in Jacksonville, North Carolina, operates as a comprehensive community bank. It delivers a broad spectrum of financial services and products primarily catering to individual customers and small to medium-sized businesses across Onslow County and neighboring communities. Core offerings include personal and business checking and savings accounts, individual retirement accounts (IRAs), and certificates of deposit. For individuals, the bank provides diverse personal lending solutions such as consumer installment loans, credit cards, overdraft protection, and lines of credit for personal use or home equity. Its residential mortgage options cover primary homes, rental properties, second mortgages, and new home construction. Businesses benefit from a variety of lending instruments, including financing for owner-occupied commercial real estate, business construction, working capital lines, and equipment. They also support agricultural ventures, small business startups, and offer general small business loans, business credit cards, and overdraft protection. Investment loans for rental real estate are also part of their commercial portfolio. Beyond lending, Coastal Bank & Trust offers essential business support services like cash management, remote deposit capture, and courier services. They prioritize card security with SecurLOCK Equip, a mobile application enabling users to control their debit and credit card usage, and facilitate quick money transfers through Zelle services. Customers also have convenient access via ATM/debit cards, along with comprehensive online, mobile, and telephone banking platforms. The bank serves its clientele from three branches situated in Jacksonville, Holly Ridge, and Richlands, all within North Carolina.
- What is the expense ratio of CABT?
- An expense ratio for Coastal Bank & Trust (CABT) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is CABT?
- Coastal Bank & Trust (CABT) manages $23.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CABT actively managed or an index fund?
- CABT's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CABT launched?
- Coastal Bank & Trust (CABT) launched in September 2018 and is managed by the fund issuer.
- How has CABT performed?
- CABT's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
