Skip navigation

Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 14 from 14 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 23, 2016 As of August 31, 2016

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 10.209 0.019 0.35 3.69 8.02 2.49 8.38
Chart   Price History        
Caldwell Balanced Series F 10.505 0.020 0.44 3.98 8.63

2.62 (08/14) Chart   Price History        
Caldwell Balanced Series M 9.959 0.019




0.00 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (08/31) 15.974
4.17 6.96 19.69 24.71
6.53 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (08/31) 13.603
3.89 6.56 19.08 21.81 11.10 11.71 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (08/31) 11.667
-1.68 6.96 14.42 2.32 9.30 1.43 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (08/31) 14.077
-2.15 8.22 3.41 14.21 16.73
Chart   Price History        
Caldwell Income Series A 4.768 0.009 -0.20 -0.09 -0.14 -1.60 0.44 3.48 (06/97) Chart   Price History        
Caldwell Income Series F 4.975 0.010 -0.17 0.03


-0.16 (08/14) Chart   Price History        
Caldwell Income Series I 9.989 0.020 -0.13



0.03 (07/16) Chart   Price History        
Caldwell Income Series M 9.972 0.023




0.00 (08/16) Chart   Price History        
Caldwell North American Eq Strat Fd (08/31) 10.677
5.77 3.57 14.13 -1.57 4.46 2.41 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 7.056 0.039 1.52 3.98 7.85 12.87 8.37 8.22 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.169 0.045 1.62 4.27 8.46 14.17 9.62 9.54 (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 .

Back to top