Skip navigation

Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 16 from 16 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 January 20, 2017 As of December 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 10.665 0.017 -1.22 4.77 11.15 6.51 7.10
Chart   Price History        
Caldwell Balanced Series F 11.015 0.018 -1.12 5.07 11.79

4.26 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.417 0.017 -0.78 4.78


4.50 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (12/30) 15.984
-2.48 -1.34 7.52 16.64
5.64 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (12/30) 13.480
-3.05 -2.28 6.13 14.81 6.79 10.77 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (12/30) 11.343
5.30 1.90 0.34 8.41 12.06 1.14 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (12/30) 12.414
-1.58 -4.25 -10.93 11.46 10.13 3.53 (01/07) Chart   Price History        
Caldwell Income Series A 4.687 0.004 0.33 -1.70 -1.88 -1.80 -0.66 3.33 (06/97) Chart   Price History        
Caldwell Income Series F 4.893 0.004 0.35 -1.65 -1.72

-0.84 (08/14) Chart   Price History        
Caldwell Income Series I 9.848 0.008 0.40 -1.46


-1.42 (07/16) Chart   Price History        
Caldwell Income Series M 9.772 0.008 0.21 -2.08


-2.16 (08/16) Chart   Price History        
Caldwell North American Eq Strat Fd (12/30) 12.094
3.16
24.81 8.89 5.85 3.59 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 7.352 0.048 -1.13 6.24 8.39 9.74 7.67 8.71 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.562 0.056 -0.98 6.60 9.07 11.05 8.92 10.04 (11/10) Chart   Price History        
Pendragon Global Advantage Series A (11/30) 9.895
0.53




Chart   Price History        
Pendragon Global Advantage Series F (12/30) 9.927
0.32 -0.73


-0.73 (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 .

Back to top