Funds Enterprise
Real funds, real students, real results.
The Carlson Funds Enterprise (CFE) allows MBA and undergraduate finance students the opportunity to manage approximately $35 million of real investment money. Guided by two professional directors and two academic advisors, student participants 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.
Funds Enterprise Information for Students
- Interested in joining the Funds down the road? Check out the prerequisites to make sure you're on track!
- Want to apply? MBA students should look here, all other students should look here!
CFA Partnership
In 2009, the Carlson School became one of the Chartered Financial Analyst (CFA) Institute's Program Partners. The CFE is proud to be a Program Partner and is fortunate to be able to collaborate with the CFA's local MN chapter on events, speakers, and exam prep courses.
Portfolio Performance
With over $35 million in assets under management, the Funds Enterprise's investment methodology has proven to be very successful.
View the performance of our Growth Fund and Fixed Income Fund
The Carlson Funds Enterprise
The Carlson Funds Enterprise currently has nearly $38 million in assets under management in its Carlson Growth and Fixed Income Funds that help students make real, live investment decisions before entering the workforce.