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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 June 24, 2016 As of May 31, 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 9.539 -0.231 -2.75 4.18 -1.23 -2.97 7.29
Chart   Price History        
Caldwell Balanced Series F 9.787 -0.237 -2.66 4.47



Chart   Price History        
Caldwell Canadian Val Momentum Sr F (05/31) 14.935
3.90 11.91 9.53 11.12
3.58 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (05/31) 12.765
3.85 11.75 8.31 8.78 10.31 10.88 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (05/31) 10.907
8.41 6.97 -1.26 -2.89 5.21 0.82 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (05/31) 13.008
2.63 -4.44 12.71 6.56 17.24
Chart   Price History        
Caldwell Income Series A 4.784 -0.000 0.14 -0.05 0.05 -4.28 -0.30 3.53 (06/97) Chart   Price History        
Caldwell Income Series F 4.986 -0.000 0.18




Chart   Price History        
Caldwell Strategic Investment Pool (05/31) 10.309
3.66 10.19 -8.99 -6.23 3.30 2.10 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 6.743 -0.115 -1.43 3.73 2.96 0.75 6.65 7.84 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 7.771 -0.133 -1.34 4.02 3.55 1.91 7.98 9.16 (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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