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% |