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%