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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 July 26, 2016 As of June 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 10.073 0.037 5.61 -2.36 -4.18 -3.63 6.85
Chart   Price History        
Caldwell Balanced Series F 10.347 0.038 5.71 -2.09


-0.60 (08/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr F (06/30) 14.867
-0.45 3.00 8.48 13.48
3.18 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O (06/30) 12.701
-0.50 2.86 8.18 11.09 10.58 10.58 (08/11) Chart   Price History        
Caldwell Growth Opportunities Trust (06/30) 11.304
3.64 11.22 8.04 0.33 5.94 1.16 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (06/30) 13.937
7.14 7.22 19.86 15.40 15.67
Chart   Price History        
Caldwell Income Series A 4.780 -0.000 -0.10 -0.06 0.08 -2.81 0.61 3.52 (06/97) Chart   Price History        
Caldwell Income Series F 4.983 -0.000 -0.05



-0.15 (08/14) Chart   Price History        
Caldwell Strategic Investment Pool (06/30) 9.690
-6.00 -0.01 -12.75 -11.76 2.80 1.44 (10/06) Chart   Price History        
Clearpoint Global Dividend Series A 7.208 -0.023 7.35 2.86 1.25 6.86 7.16 7.96 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.319 -0.026 7.46 3.15 1.82 8.09 8.40 9.28 (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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