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Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 16 from 16 found.   Reports Help
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StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

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As of February 24, 2017 As of January 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 10.904 -0.009 2.33 3.00 5.68 8.89 6.57
Chart   Price History        
Caldwell Balanced Series F 11.274 -0.009 2.43 3.29 6.29

3.57 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.663 -0.010 2.44 3.01


3.18 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (01/31) 15.932
-0.33 -1.83 3.90 21.57
5.30 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (01/31) 13.430
-0.38 -2.54 2.56 19.67 6.80 10.51 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (01/31) 11.299
-0.39 2.59 -4.78 8.86 10.56 1.09 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (01/31) 12.287
-1.03 -6.71 -19.13 12.17 7.02 3.39 (01/07) Chart   Price History        
Caldwell Income Series A 4.737 0.017 1.03 -1.52 -1.99 -1.72 -1.25 3.31 (06/97) Chart   Price History        
Caldwell Income Series F 4.947 0.018 1.05 -1.48 -1.85

-0.84 (08/14) Chart   Price History        
Caldwell Income Series I 9.961 0.036 1.10 -1.30 -1.55

-1.46 (07/16) Chart   Price History        
Caldwell Income Series M 9.882 0.036 1.07 -1.76


-2.22 (08/16) Chart   Price History        
Caldwell North American Eq Strat Fd (01/31) 11.820
-2.27 9.19 17.09 18.16 5.45 3.33 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 7.447 0.025 3.32 3.63 2.98 6.60 7.41 8.12 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.688 0.030 3.41 3.98 3.63 7.87 8.67 9.45 (11/10) Chart   Price History        
Pendragon Global Advantage Series A (11/30) 9.895
0.53




Chart   Price History        
Pendragon Global Advantage Series F (01/31) 9.685
-2.43 -1.59


-3.15 (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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