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Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 12 from 12 found.   Reports Help
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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 August 26, 2016 As of July 31, 2016

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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 Series A 10.165 0.010 0.91 4.30 3.58 -3.68 7.61
Chart   Price History        
Caldwell Balanced Series F 10.451 0.010 1.01 4.60


1.60 (08/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (07/29) 15.334






Chart   Price History        
Caldwell Canadian Val Momentum Sr O (07/29) 13.094






Chart   Price History        
Caldwell Growth Opportunities Trust (07/29) 11.866






Chart   Price History        
Caldwell ICM Market Strategy Trust (07/29) 14.387






Chart   Price History        
Caldwell Income Series A 4.771 -0.003 -0.18 0.65 0.18 -3.06 0.43 3.50 (06/97) Chart   Price History        
Caldwell Income Series F 4.976 -0.003 -0.13 0.77


-0.17 (08/14) Chart   Price History        
Caldwell Income Series I 9.989 -0.006 -0.11



0.09 (07/16) Chart   Price History        
Caldwell Strategic Investment Pool (07/29) 10.095






Chart   Price History        
Clearpoint Global Dividend Series A 6.959 -0.026 -3.05 9.77 4.08 8.08 7.28 8.42 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.044 -0.030 -2.95 10.07 4.66 9.31 8.51 9.75 (11/10) 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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