Last updated: Jul-25-2017
 
FUND LISTING BY COMPANY
7/26/2017 6:51:56 PM
HOME : FUNDS : BROWSE : FUND LISTING BY COMPANY
Filter Description: Company is CALDWELL INVESTMENT MANAGEMENT  
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X Fund Name FundGrade Type RRSP MER Class Load Assets ($M) Performance
Caldwell Balanced Fund Series A 101/001/011   CGlobal Equity BalancedYes3.48RegFE/DSC52.63 See Performance Chart
Caldwell Canadian Value Momentum Fund Series O   Canadian EquityYes1.00PooledFE6.84 See Performance Chart
Caldwell Growth Opportunities Fund Series A   n/aAlternative StrategiesYes3.24OtherFE11.24 See Performance Chart
Caldwell ICM Market Strategy Trust   n/aMiscellaneous - OtherYes2.85PooledFE19.81 See Performance Chart
Caldwell Income Fund Series A 103/003/033   DCanadian Fixed IncomeYes1.60RegFE/DSC5.77 See Performance Chart
Caldwell North American Equity Strategy A   n/aMiscellaneous - OtherNo3.42PooledFE4.57 See Performance Chart
Caldwell U.S. Dividend Advantage Fund (UDA.UN)   n/aU.S. EquityYes--OtherNL50.23 See Performance Chart
Clearpoint Short Term Income Fund - Series A   n/aHigh Yield Fixed IncomeYes--RegFE/DSC-- See Performance Chart
Urbana Corporation (URB)   n/aAlternative StrategiesYes--OtherNL74.02 See Performance Chart
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Glossary
FundGradeTypeRRSPMERClassLoadAssets ($M)Performance


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This information is compiled from sources believed to be accurate but not guaranteed by The Fund Library, its owners, afficiates and partners. Past performance is no guarantee of future results.

Data Source: Fundata Canada Inc.
 
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