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Fund Report - Standard
For Caldwell Investment Mgmt Ltd.
Funds 1 to 20 from 20 found.   Reports Help
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StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

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As of January 19, 2018 As of December 31, 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 11.125 0.073 -0.26 1.89 0.27 2.28 4.15
Chart   Price History        
Caldwell Balanced Series F 11.620 0.077 -0.16 2.18 0.84 3.45
4.03 (08/14) Chart   Price History        
Caldwell Balanced Series M 11.001 0.055 -0.31 2.26 1.08 3.73
6.25 (08/16) Chart   Price History        
Caldwell Canadian Val Momentum Sr F 16.874 0.089 1.27 5.71 6.50 13.13
9.99 (07/14) Chart   Price History        
Caldwell Canadian Val Momentum Sr O 14.627 0.078 1.25 5.58 7.17 13.81 13.53 11.92 (08/11) Chart   Price History        
Caldwell Growth Opportunities Cl F (12/15) 10.207

3.17 -11.08


Chart   Price History        
Caldwell Growth Opportunities Fund (12/15) 12.099

3.00 -11.48 6.67 5.44 1.58 (10/05) Chart   Price History        
Caldwell ICM Market Strategy Trust (12/29) 18.883

67.04 56.10 52.11 15.18 7.22 (01/07) Chart   Price History        
Caldwell Income Series A 4.592 -0.002 -1.49 0.27 -1.51 -1.25 -2.65 3.10 (06/97) Chart   Price History        
Caldwell Income Series F 4.799 -0.002 -1.49 0.27 -1.49 -1.14 -2.13 -0.92 (08/14) Chart   Price History        
Caldwell Income Series I 9.698 -0.003 -1.45 0.41 -1.22 -0.62
-1.42 (07/16) Chart   Price History        
Caldwell Income Series M 9.611 -0.003 -1.47 0.34 -1.36 -0.85
-2.26 (08/16) Chart   Price History        
Caldwell North Amer Eq Strat Cl A (12/15) 12.510

3.17 1.58 3.44 4.43 3.59 (10/06) Chart   Price History        
Caldwell North Amer Eq Strat Cl F (12/15) 12.005

3.29 1.85 4.00
15.70 (09/16) Chart   Price History        
Clearpoint Global Dividend Series A 7.294 0.036 -0.67 4.60 3.42 1.94 4.40 7.79 (11/10) Chart   Price History        
Clearpoint Global Dividend Series F 8.653 0.043 -0.58 4.90 4.01 3.08 5.59 9.09 (11/10) Chart   Price History        
Clearpoint Short Term Income Srs A 9.735 -0.006 0.41 0.57 -0.02

-1.13 (02/17) Chart   Price History        
Clearpoint Short Term Income Srs F 9.783 -0.006 0.46 0.72 0.27

-0.68 (02/17) Chart   Price History        
Pendragon Fund Builders Cl Srs F (12/15) 11.316

27.27 19.34 13.99
13.99 (12/16) Chart   Price History        
Pendragon Fund Builders Class Srs A (12/15) 11.108

25.86 17.77

8.75 (09/16) 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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