Christopher Weil & Co Core Investment
CWCFX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1939 Friendship Drive El Cajon CA United States of America 92020
- IPO Date
- Dec 21, 2011
- CIK
- 0001103243
- Similar Companies
- Business
- Christopher Weil & Company Core Investment Fund (CWCFX) is a non-diversified mutual fund that seeks long-term capital appreciation through investments in undervalued equity securities, primarily common stocks of companies with market capitalizations exceeding $1 billion; the fund may allocate more than 20% of its assets to a single sector and employs a value-oriented strategy focused on large-blend U.S. equities. Managed by Christopher Weil & Co., Inc., the fund offers shares to retail and institutional investors via platforms such as Charles Schwab, with an expense ratio of 1.22% and portfolio managers including Michael Hubbert and John Wells; it is distributed by Arbor Court Capital, LLC and rated by Morningstar based on risk-adjusted returns against large-blend peers. The fund targets sophisticated investors seeking exposure to undervalued large-cap opportunities and operates within the financial services industry, with assets under management approximating $70.62 million as of recent reports. Christopher Weil & Co., Inc., the fund's adviser and a privately held wealth management and financial advisory firm founded in 1989 with roots tracing to 1970, is headquartered at 11236 El Camino Real, Suite 200, San Diego, California. The firm provides complementary services including portfolio management, investment advisory, financial planning, retirement planning, and access to private investment opportunities for high-net-worth families with complex financial and estate needs, primarily serving U.S. clients through a proactive, client-centric operating model. Launched on December 21, 2011, CWCFX continues under the leadership of Christopher Weil, who has co-managed it since inception alongside John Wells; the fund maintains its core value investment mandate without reported strategic shifts. Recent updates include Morningstar ratings as of September 30, 2024 (2 stars overall, with variations across 3-, 5-, and 10-year periods versus large-blend peers) and prospectus supplements dated December 6, 2024, alongside quarterly schedules of investments through November 30, 2024. No major partnerships, acquisitions, funding rounds, or product launches have been publicly announced for the fund or its adviser within the last 1-2 years, reflecting steady operations amid market fluctuations.