Carlson School of Management

Participants

Thank You

The Carlson Growth and Fixed Income Fund would not be possible without the contributions made by our 11 participants throughout the Twin Cities. We appreciate their support and will continue to keep close relationships with our financial partners in the community.

Participant Benefits

  • Provide students with a realistic view of the industry
  • Build a more educated group of finance professionals
  • Recruit from top students in the area
  • Help students network with other professionals in the field
  • Realized positive ROI
  • Attend the Annual Client Meeting
  • Meet the students during our fall road show

Fund Performance History

The detailed historical performance of the Carlson Growth and Fixed Income Fund are not displayed to the general public. Please feel free to speak with either Professional Directors regarding the performance of the Fund portfolios.

Fund Performance Overview

Carlson Growth Fund

 
Year-to-date
Since Inception
Carlson Growth Fund
13.02%
281.76%
Russell 2000 Growth Index
12.47%
80.99%

 

In April, the CGF returned 0.30%, which is significantly above the returns posted by our benchmark, the Russell 2000 Growth Index, which returned -0.66%. U.S. equity markets moved mostly higher during the month, with only small-cap shares showing weakness. With bonds offering meager yields, investors continued to allocate money into larger-cap stocks in search of income and growth. Corporate earnings growth has been relatively good and most S&P 500 sectors gained ground and outperformed the broad market index. The notable exceptions were energy, industrials, and business services, all of which ended in negative territory. Growth bested value stocks in the large- and mid-cap segments, while the opposite was true for small-caps.


CGF April

 

Data as of April 30, 2013

Carlson Fixed Income Fund

Year-to-date
Since Inception*
Fixed Income Fund (Gross)
2.70%
4.86%
Barclays Int. Gov/Credit Index
2.69%
4.90%

 

In April the CFIF outperformed the benchmark by 1 basis point. The fund was overweight in the corporate sector and spreads tightened. Year to date the CFIF has returned 2.70%, relative to 2.69% for the benchmark. In April the CFIF sold a 2014 treasury and bought a 2020 treasury to maintain neutral duration levels.


CFIF April

*Annualized figures

Data as of April 30, 2013

Quick Links

Participant News

Insights from Thrivent

Russ Swansen, Chief Investment Officer at Thrivent, produces periodic market commentary for the site, "Wall Street to Your Street." The site also includes podcasts/videos and links to other important information.

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