Skip navigation

Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 17 from 17 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 March 29, 2017 As of February 28, 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 11.049 0.021 1.39 3.21 6.22 14.74 6.71
Chart   Price History        
Caldwell Balanced Series F 11.435 0.022 1.48 3.50 6.82 16.04
4.78 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.795 0.026 1.38 3.48 6.48

6.48 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (02/28) 15.199

-3.31 -2.22 13.89
3.24 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (02/28) 13.369

-3.84 -1.72 17.04 4.78 10.28 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (02/28) 13.708

27.26 17.50 34.44 18.11 2.82 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (02/28) 13.346

5.81 -5.19 0.90 5.18 4.21 (01/07) Chart   Price History        
Caldwell Income Series A 4.735 0.005 0.04 0.07 -0.93 -1.07 -1.34 3.34 (06/97) Chart   Price History        
Caldwell Income Series F 4.946 0.006 0.06 0.14 -0.81

-0.45 (08/14) Chart   Price History        
Caldwell Income Series I 9.963 0.011 0.10 0.27 -0.50

-0.47 (07/16) Chart   Price History        
Caldwell Income Series M 9.882 0.011 0.08 -0.03 -1.27

-1.27 (08/16) Chart   Price History        
Caldwell North American Eq Strat Fd (02/28) 12.288

4.82 15.09 31.35 6.03 3.69 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 7.470 -0.005 -0.31 5.74 8.75 17.29 8.41 9.00 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.728 -0.006 -0.22 5.66 8.98 18.20 9.52 10.26 (11/10) Chart   Price History        
Clearpoint Short Term Income Srs A (03/28) 10.000 0.000 0.00



0.00 (02/17) Chart   Price History        
Clearpoint Short Term Income Srs F (03/28) 10.000 0.000 0.00



0.00 (02/17) Chart   Price History        
Pendragon Fund Builders Cl Srs F (01/31) 9.692
-2.36




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