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Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 20 from 20 found.   Reports Help
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StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

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As of April 20, 2018 As of March 31, 2018

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Fund name

Price $

1 day
$ Chg

30 day %

3 mo %

6 mo %

1 yr %

3 yr %

Incep  (mm/yy)

Charts
/Info
Caldwell Balanced Sr A 10.949 -0.005 -1.99 -0.31 1.57 -1.15 2.11
Chart   Price History        
Caldwell Balanced Sr F 11.468 -0.005 -1.89 -0.04 2.15 -0.03
3.73 (08/14) Chart   Price History        
Caldwell Balanced Sr M 10.883 -0.004 -1.87 0.03 2.29 0.49
5.26 (08/16) Chart   Price History        
Caldwell Cad Value Momentum Sr F 16.666 0.000 0.00 0.00 5.71 9.97 14.14 9.28 (07/14) Chart   Price History        
Caldwell Cad Value Momentum Sr O 14.450 0.000 0.00 0.00 5.58 10.79 11.88 11.45 (08/11) Chart   Price History        
Caldwell Growth Opportunities Cl A (03/29) 9.786

-19.12 -16.69 -34.61 -5.93
Chart   Price History        
Caldwell Growth Opportunities Cl F (03/29) 8.290

-18.79 -16.21

-13.93 (12/16) Chart   Price History        
Caldwell ICM Market Strategy Trust (03/29) 14.007

-25.82 23.90 12.02 4.01 4.24 (01/07) Chart   Price History        
Caldwell Income Sr A 4.567 -0.000 -0.04 -0.93 -0.66 -2.89 -2.99 3.05 (06/97) Chart   Price History        
Caldwell Income Sr F 4.774 -0.000 -0.04 -0.93 -0.66 -2.83
-1.11 (08/14) Chart   Price History        
Caldwell Income Sr I 9.661 -0.000 0.00 -0.79 -0.38 -2.30
-1.68 (07/16) Chart   Price History        
Caldwell Income Sr M 9.568 -0.000 -0.01 -0.86 -0.52 -2.54
-2.44 (08/16) Chart   Price History        
Caldwell North Am Eq Strategy Cl A (03/29) 10.387

-16.98 -14.35 -16.85 -0.90 1.83 (10/06) Chart   Price History        
Caldwell North Am Eq Strategy Cl F (03/29) 12.013

0.07 3.36 0.62
12.64 (09/16) Chart   Price History        
Clearpoint Global Dividend Srs A 7.022 0.026 -2.73 -0.38 4.20 -0.23 4.88 7.46 (11/10) Chart   Price History        
Clearpoint Global Dividend Srs F 8.371 0.031 -2.64 -0.11 4.78 0.88 6.07 8.75 (11/10) Chart   Price History        
Clearpoint Short Term Income Sr A 9.578 -0.007 0.21 -0.98 -0.42 -2.10
-1.86 (02/17) Chart   Price History        
Clearpoint Short Term Income Sr F 9.640 -0.007 0.25 -0.84 -0.13 -1.52
-1.34 (02/17) Chart   Price History        
Pendragon Fund Builders Cl Srs A (03/29) 9.692

-12.74 9.82 -0.25
-2.01 (09/16) Chart   Price History        
Pendragon Fund Builders Cl Srs F (03/29) 9.890

-12.60 11.23 1.59
-0.29 (12/16) 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 .

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