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Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 17 from 17 found.   Reports Help
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StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

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As of May 24, 2017 As of April 30, 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 11.088 -0.037 0.36 5.91 9.09 16.14 6.84
Chart   Price History        
Caldwell Balanced Series F 11.496 -0.038 0.46 6.20 9.69 17.46
5.55 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.876 -0.027 0.51 6.02 9.21

9.40 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (04/28) 16.176

6.00 3.77 14.51
5.40 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (04/28) 14.228

5.95 3.26 15.75 5.98 11.17 (08/11) Chart   Price History        
Caldwell Growth Opportunities Fund (04/28) 15.109

33.72 37.18 50.17 23.92 3.66 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (04/28) 12.691

3.29 -3.64 0.13 4.61 3.64 (01/07) Chart   Price History        
Caldwell Income Series A 4.801 0.003 0.71 1.93 0.38 0.64 -1.40 3.37 (06/97) Chart   Price History        
Caldwell Income Series F 5.016 0.003 0.73 1.98 0.47 0.98
-0.05 (08/14) Chart   Price History        
Caldwell Income Series I 10.112 0.006 0.77 2.10 0.78

0.62 (07/16) Chart   Price History        
Caldwell Income Series M 10.027 0.006 0.75 2.05 0.26

-0.22 (08/16) Chart   Price History        
Caldwell North American Eq Strat Fd (04/28) 12.642

6.95 16.78 27.12 7.45 3.91 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 7.438 -0.011 -0.91 7.07 11.40 20.86 8.17 9.03 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.715 -0.013 -0.82 7.35 12.01 22.22 9.41 10.35 (11/10) Chart   Price History        
Clearpoint Short Term Income Srs A 9.875 -0.002 -1.28



-0.12 (02/17) Chart   Price History        
Clearpoint Short Term Income Srs F 9.885 -0.002 -1.23



-0.06 (02/17) Chart   Price History        
Pendragon Fund Builders Cl Srs F (04/28) 9.974

2.91


0.48 (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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