Last updated: Mar-18-2019
3/18/2019 9:59:07 PM
Filter Description: Company is CALDWELL INVESTMENT MANAGEMENT  
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X Fund Name FundGrade Type RRSP MER Class Load Assets ($M) Performance
Caldwell Balanced Fund Series A 101/001/011   DGlobal Equity BalancedYes--RegFE/DSC52.63 See Performance Chart
Caldwell Cdn Value Momentum Fund Series O 701/711   Canadian EquityYes--RegFE6.84 See Performance Chart
Caldwell Growth Opportunities Fund Series A   n/an/an/a--n/an/a-- See Performance Chart
Caldwell ICM Market Strategy Trust   n/an/an/a--n/an/a-- See Performance Chart
Caldwell North American Equity Strategy A   n/an/an/a--n/an/a-- See Performance Chart
Caldwell U.S. Dividend Advantage Fund A LSC   n/aU.S. EquityYes--RegFE/DSC-- See Performance Chart
Caldwell U.S. Dividend Advantage Fund F (UDA.UN)   n/an/an/a--n/an/a-- See Performance Chart
Clearpoint Short Term Income Fund - Series A   n/aHigh Yield Fixed IncomeYes--RegFE/DSC-- See Performance Chart
Tactical Sovereign Bond Fund Ser A 103/003/033/023   ECanadian Fixed IncomeYes--RegFE/DSC5.77 See Performance Chart
Urbana Corporation (URB)   n/aAlternative StrategiesYes--OtherNL74.02 See Performance Chart
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FundGradeTypeRRSPMERClassLoadAssets ($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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