Skip navigation

Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 20 from 20 found.   Reports Help
(To change reports, click on tab)
Click here to print this page
StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

Sort Order : Fund name (To change, click column heading once to sort up, again to sort down)

As of September 18, 2017 As of August 31, 2017

Add/
Del

Fund name

Price $

1 day
$ Chg

30 day %

3 mo %

6 mo %

1 yr %

3 yr %

Incep  (mm/yy)

Charts
/Info
Caldwell Balanced Series A 10.440 0.077 0.80 -6.40 -4.32 1.64 3.00
Chart   Price History        
Caldwell Balanced Series F 10.863 0.081 0.90 -6.14 -3.77 2.79 2.74 2.68 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.291 0.077 0.92 -5.93 -3.53 2.72
2.71 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F 16.154 -0.034 1.71 -1.40 5.69 3.34
4.56 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O 14.249 -0.011 1.98 -1.27 5.73 3.92 5.34 10.39 (08/11) Chart   Price History        
Caldwell Growth Opportunities Cl F (08/31) 10.416

-13.67



Chart   Price History        
Caldwell Growth Opportunities Fund (08/31) 12.379

-13.91 -9.70 6.10 4.98 1.82 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (08/31) 11.724

-4.75 -12.16 -16.72 -0.37 2.75 (01/07) Chart   Price History        
Caldwell Income Series A 4.623 0.004 -1.21 -2.71 -1.09 -2.02 -2.65 3.20 (06/97) Chart   Price History        
Caldwell Income Series F 4.832 0.004 -1.21 -2.69 -1.02 -1.82
-0.70 (08/14) Chart   Price History        
Caldwell Income Series I 9.758 0.008 -1.16 -2.57 -0.76 -1.26
-1.12 (07/16) Chart   Price History        
Caldwell Income Series M 9.669 0.008 -1.18 -2.61 -0.87 -2.12
-2.12 (08/16) Chart   Price History        
Caldwell North Amer Eq Strat Cl A (08/31) 11.602

-7.42 -5.59 8.66 2.42 2.97 (10/06) Chart   Price History        
Caldwell North Amer Eq Strat Cl F (08/31) 11.115

-8.06 -5.32

11.15 (09/16) Chart   Price History        
Clearpoint Global Dividend Series A 6.766 0.084 0.13 -7.95 -7.34 0.77 3.61 7.08 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 7.977 0.100 0.23 -7.69 -6.81 1.90 4.79 8.37 (11/10) Chart   Price History        
Clearpoint Short Term Income Srs A 9.979 0.091 0.97 -0.05 -1.17

-1.17 (02/17) Chart   Price History        
Clearpoint Short Term Income Srs F 10.008 0.092 1.02 0.10 -0.91

-0.91 (02/17) Chart   Price History        
Pendragon Fund Builders Cl Srs F (08/31) 9.196

-7.33


-7.36 (12/16) Chart   Price History        
Pendragon Fund Builders Class Srs A (08/31) 9.136

-7.48 -8.58

-8.64 (09/16) Chart   Price History        
Up Arrow To add/delete a fund from your Personal Fundlist, click the checkbox at the left and then click Update Fundlist.

Click the Fund Name link to view a Fund Profile. Funds highlighted in yellow are offered by Globefund Partners.  To view a chart select . To view fund price history, click  . To order free mutual fund prospectuses for selected funds, click . To view detailed fund information provided by the fund company, click . To view video clips provided by the fund company, click .

Back to top