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Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 18 from 18 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 July 19, 2017 As of June 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 10.756 0.027 -2.71 -1.11 2.01 13.39 5.29
Chart   Price History        
Caldwell Balanced Series F 11.171 0.028 -2.62 -0.83 2.59 14.68
4.43 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.578 0.027 -2.44 -0.62 2.63

7.25 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (06/30) 16.264
-0.18 3.26 6.22 12.04
5.27 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (06/30) 14.315
-0.01 3.37 6.20 12.71 5.00 10.94 (08/11) Chart   Price History        
Caldwell Growth Opportunities Fund (06/30) 13.668
-4.94 -8.67 20.50 20.91 13.90 2.71 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (06/30) 12.097
-1.71 -3.25 -2.56 -13.20 3.79 3.10 (01/07) Chart   Price History        
Caldwell Income Series A 4.670 -0.011 -2.12 -0.47 0.26 -1.63 -2.02 3.26 (06/97) Chart   Price History        
Caldwell Income Series F 4.880 -0.012 -2.11 -0.43 0.36 -1.36
-0.57 (08/14) Chart   Price History        
Caldwell Income Series I 9.846 -0.023 -2.07 -0.30 0.61

-0.82 (07/16) Chart   Price History        
Caldwell Income Series M 9.760 -0.023 -2.07 -0.34 0.51

-1.66 (08/16) Chart   Price History        
Caldwell North Amer Eq Strat Cl A (06/30) 12.315
-1.72 -1.41 1.83 27.09 6.04 3.59 (10/06) Chart   Price History        
Caldwell North Amer Eq Strat Cl F (04/28) 12.089






Chart   Price History        
Clearpoint Global Dividend Series A 6.907 0.003 -6.02 -3.17 -1.44 7.27 5.06 7.85 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.117 0.004 -5.93 -2.90 -0.89 8.48 6.27 9.15 (11/10) Chart   Price History        
Clearpoint Short Term Income Srs A 9.899 0.005 0.16 -1.11


-1.11 (02/17) Chart   Price History        
Clearpoint Short Term Income Srs F 9.918 0.005 0.21 -0.95


-0.95 (02/17) Chart   Price History        
Pendragon Fund Builders Cl Srs F (06/30) 9.482
-4.45 -2.60 -4.48

-4.48 (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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