Christopher Weil & Co Core Invesment (CWCFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Christopher Weil & Co Core Invesment
El Cajon, California 92020
1939 Friendship Drive, Suite C
PFS Funds (CWC)
(619) 588-9700
Management information
,Lead manager since 8 October 2018
Michael Hubbert is a graduate of the Carnegie Mellon University, Tepper School of Business with a BS in Business Administration, concentration in Finance. He holds a Certified Investment Management Analyst® certification, administered by the Investment Wealth Institute, taught in conjunction with the Yale School of Management. In November 2016 he joined Christopher Weil & Company, Inc., as Portfolio Manager. From April of 2003 to October 2016 he created and managed long/short equity portfolios at First New York Capital Management and Quad Capital Management.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyChristopher Weil
Net assets77.87M
YTD return2.30%
Yield0.11%
Morningstar rating★★
Inception date20 Dec 2011
Fund operations
Last dividend0.02
Last cap gain14.00
Holdings turnover77.68%
Average for categoryN/A
Fees and expenses
ExpenseCWCFXCategory average
Annual report expense ratio (net)1.16%0.78%
Prospectus net expense ratio1.16%N/A
Prospectus gross expense ratio1.16%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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