| 12.37 Net Asset Value | +0.90% 1 Day | +12.86% Year-to-Date | Overall Morningstar Rating |
| World stock Style or Category | No Load Sales Expenses | 1.76% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -1.68% | 3 years | -- | |
| 3 months | +2.85% | 5 years | -- | |
| 1 year | +22.01% | Since inception | +16.22% |
| CWGDX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.59% |
| Expense ratio | 1.76% | 1.45% |
| Risk 5 year sharpe ratio | -- | 0.20 |
| Net assets | $27.9M | $1.2B |
| Average market cap | $55.4B | $34.5B |
| Average P/E | 15.1 | 15.7 |
| Portfolio turnover | 5% | 5% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Christopher Weil & Company, Inc. |
| Fund manager & tenure | Luong Nguyen / 1 Years |
| Minimal initial investment | $3,500.00 |
| Minimum IRA investment | $3,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| HBC HSBC Holdings PLC ADR | 4.41% |
| PHG Royal Philips Electronics NV ADR | 4.41% |
| UL Unilever PLC ADR | 3.93% |
| GE General Electric Co | 3.90% |
| AVY Avery Dennison Corp | 3.72% |
| TOT Total SA ADR | 3.57% |
| HAS Hasbro, Inc. | 3.33% |
| BASFY Basf SE ADR | 3.13% |
| PPL PPL Corp | 3.13% |
| PEP PepsiCo Inc | 2.99% |
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