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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 December 8, 2016 As of November 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 10.664 0.018 4.28 2.92 6.71 5.40 6.88
Chart   Price History        
Caldwell Balanced Series F 10.999 0.019 4.38 3.21 7.32

3.74 (08/14) Chart   Price History        
Caldwell Balanced Series M 10.384 0.030 3.91 2.90


2.90 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (11/30) 16.392
1.00 2.61 9.76 20.21
6.99 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (11/30) 13.904
0.90 2.21 8.92 17.97 7.97 11.60 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (11/30) 10.772
-2.19 -7.67 -1.24 -2.49 7.63 0.67 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (11/30) 12.613
-4.23 -10.40 -3.04 9.28 10.19 3.72 (01/07) Chart   Price History        
Caldwell Income Series A 4.715 -0.012 -0.94 -1.00 -1.09 -1.04 -0.93 3.38 (06/97) Chart   Price History        
Caldwell Income Series F 4.921 -0.012 -0.96 -0.95 -0.92

-0.55 (08/14) Chart   Price History        
Caldwell Income Series I 9.897 -0.025 -0.86 -0.77


-0.74 (07/16) Chart   Price History        
Caldwell Income Series M 9.844 -0.015 -1.12 -1.24


-1.24 (08/16) Chart   Price History        
Caldwell North American Eq Strat Fd (11/30) 11.724
8.30 9.80 13.72 3.50 4.78 3.30 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 7.243 -0.019 3.95 1.98 6.03 9.17 7.13 8.22 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.419 -0.021 4.10 2.38 6.75 10.55 8.40 9.56 (11/10) Chart   Price History        
Pendragon Global Advantage Series A (10/31) 9.842 -0.158 -1.58




Chart   Price History        
Pendragon Global Advantage Series F (11/30) 9.895
0.53



-1.06 (09/16) Chart   Price History        
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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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