Chesterton Financial
The Crystal Fund
Summary
The investment seeks to provide a high total investment return.
The fund invests at least 80% of its net assets (plus the amount of
borrowings, if any, for investment purposes) in securities of medium
sized (or mid-cap) companies and other investments with similar economic
characteristics.
Fund Overview |
Category |
Mid-Cap Blend |
Fund Manager |
Thompkins and Simpson |
Net Assets |
136.54M |
Year-to-Date Return |
7.12% |
Yield |
0.71% |
Morningstar Rating |
4 |
Fund Inception Date |
Aug 14, 2003 |
Performance Overview |
Morningstar Return Rating |
3.00 |
5-Year Average Return |
5.78% |
Number of Years Up |
8 |
Number of Years Down |
3 |
Sector Weightings |
Basic Materials |
5.08% |
Consumer Cyclical |
17.71% |
Financial Services |
19.85% |
Real Estate |
2.76% |
Consumer Defensive |
6.88% |
Health Care |
6.32% |
Utilities |
9.02% |
Communication Services |
1.07% |
Energy |
6.67% |
Industrials |
14.25% |
Technology |
10.38% |