Performance Chart

View our Portfolio Performance

With nearly $35 million in assets under management, the Funds Enterprise's investment methodology has proven to be very successful.

Visit our Participants page to view the performance of our Growth Fund and Fixed Income Fund.

Breathtaking view of the Colorado River

Meet the Analysts

The Funds Enterprise is comprised of 38 MBA and undergraduate students, all with diverse strengths and backgrounds.

Please view our MBA and undergraduate pages for a full list or download a copy of our Bio Book.

Newspaper

Stay in the know!

Stay up to date with CFE news and events by signing up to receive our e-Newsletter via email or viewing the most recent version online now.

Professor Akshay Rao

Recommended and Required Classes

Students interested in joining the Funds Enterprise should review our recommended and required classes prior to applying so that they are fully informed and prepared.

Course lists are available for both undergraduate and graduate students.

Assistant Professor Linli Xu

Fellowship Fund

The CFE Fellowship Fund allows the Funds Enterprise to attract and recruit high-caliber students by providing 2-3 partial scholarships to MBA students accepted into the Carlson School.

Give the gift of education today!

 

The Carlson Funds Enterprise (CFE) allows MBA and undergraduate finance students the opportunity to manage over $35 million of real investment money. Although students are guided by two professional directors and two academic advisors, the CFE students take total control of the money management process. Not only does the program allow students to learn about real-word investment management, but participants are able to earn competitive returns as well.

Advisory Board

Matt DudleyMatt Dudley, Board Chair

The Leuthold Group

As Vice President, Mr. Dudley focuses on sales, marketing and client relationships with Leuthold's institutional research clients.

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Mentors

The mentors who donate their time and expertise with our students do an exceptional job of guiding our MBAs and undergraduates throughout the program. Both Investment Committee Mentors and Career Development Mentors work closely with our students to develop investment management skills and provide career advice.


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Save the Date!

The Carlson Funds Enterprise will be holding our bi-annual CFE Mixer this fall!

When: Tuesday, September 24, 2013
Where: Kieran's Irish Pub downtown Minneapolis

Visit our event site for more information.


Event Success

On Wednesday, February 13, the CFE hosted keynote speaker, Mellody Hobson, to speak to a room full of more than 200 attendees about life as a woman in the financial industry.

Mellody

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321 19th Ave. S., Minneapolis, MN 55455 | 612-625-0027 | 877-625-6468