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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 November 17, 2017 As of October 31, 2017

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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 10.850 0.054 0.77 4.01 -1.99 6.92 4.68
Chart   Price History        
Caldwell Balanced Series F 11.311 0.057 0.86 4.31 -1.42 8.13
4.20 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.721 0.054 0.89 4.38 -1.05 8.06
7.01 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F 17.120 0.037 2.60 7.12 6.20 23.29
10.23 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O 15.183 0.033 2.61 7.84 6.98 19.15 14.23 12.78 (08/11) Chart   Price History        
Caldwell Growth Opportunities Cl F (10/31) 10.143
2.53 -6.08



Chart   Price History        
Caldwell Growth Opportunities Fund (10/31) 12.038
2.49 -6.30 -20.32 9.30 4.22 1.56 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (10/31) 12.415
9.82 2.22 -2.18 -5.73 0.49 3.25 (01/07) Chart   Price History        
Caldwell Income Series A 4.667 0.007 0.47 0.88 -2.37 -2.00 -2.40 3.16 (06/97) Chart   Price History        
Caldwell Income Series F 4.877 0.007 0.47 0.88 -2.34 -1.87
-0.77 (08/14) Chart   Price History        
Caldwell Income Series I 9.858 0.015 0.52 1.02 -2.07 -1.31
-1.16 (07/16) Chart   Price History        
Caldwell Income Series M 9.764 0.015 0.50 0.95 -2.19 -1.94
-2.06 (08/16) Chart   Price History        
Caldwell North Amer Eq Strat Cl A (10/31) 12.389
2.17 4.74 -2.00 14.45 5.20 3.54 (10/06) Chart   Price History        
Caldwell North Amer Eq Strat Cl F (10/31) 11.880
2.21 4.89 -1.72 15.05
16.49 (09/16) Chart   Price History        
Clearpoint Global Dividend Series A 7.014 0.019 0.38 5.55 -3.22 7.82 4.44 7.83 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.295 0.022 0.47 5.84 -2.67 9.02 5.63 9.13 (11/10) Chart   Price History        
Clearpoint Short Term Income Srs A 9.673 -0.001 -1.28 0.19 -0.68

-0.80 (02/17) Chart   Price History        
Clearpoint Short Term Income Srs F 9.710 -0.001 -1.23 0.33 -0.39

-0.45 (02/17) Chart   Price History        
Pendragon Fund Builders Cl Srs F (10/31) 9.875
11.06 4.60 -1.00

-0.52 (12/16) Chart   Price History        
Pendragon Fund Builders Class Srs A (10/31) 9.792
10.96 4.31 2.67 -0.51
-1.84 (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 .

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