Nasdaq - Delayed Quote USD

Christopher Weil & Co Core Investment (CWCFX)

16.58 -0.02 (-0.12%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
3,500
Min Initial Investment, IRA
35
Min Initial Investment, AIP
35
Min Subsequent Investment
3,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Scottrade NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund seeks to achieve long-term capital appreciation by investing in undervalued equity securities. It invests primarily in common stocks of companies with market capitalizations of $1 billion or more. The fund may invest more than 20% of its assets in a particular sector. It is non-diversified.

Fund Overview

Category Large Blend
Fund Family Christopher Weil
Net Assets 83.59M
YTD Return 6.45%
Yield 0.10%
Morningstar Rating
Inception Date Dec 21, 2011

Performance & Risk

YTD Return 2.98%
5y Average Return 12.66%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

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