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Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 11 from 11 found.   Reports Help
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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 May 25, 2016 As of April 30, 2016

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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 9.796 -0.012 0.03 -0.70 -3.70 -4.37 7.13
Chart   Price History        
Caldwell Balanced Series F 10.043 -0.012 0.12




Chart   Price History        
Caldwell Canadian Val Momentum Sr F (04/29) 14.375

9.69 10.97 10.11
1.52 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (04/29) 12.292

9.53 8.95 7.79 9.04 10.21 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (04/29) 10.061

-3.06 -11.33 -8.45 2.92 0.06 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (04/29) 12.675

10.73 5.76 6.93 18.65
Chart   Price History        
Caldwell Income Series A 4.776 -0.001 0.43 -0.47 -1.88 -6.31 -1.38 3.51 (06/97) Chart   Price History        
Caldwell Income Series F 4.975 -0.001 0.47




Chart   Price History        
Caldwell Strategic Investment Pool (04/29) 9.945

-0.59 -10.80 -7.98 3.67 1.74 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 6.871 0.000 3.63 -5.18 -0.75 -3.96 4.29 6.97 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 7.907 0.001 3.73 -4.91 -0.18 -2.86 5.49 8.28 (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 .

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