• Fund Type: Open-End Fund
  • Objective: Moderate Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Canada

Caldwell Balanced Fund

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CALDSECF:CN

9.38 CAD 0.000.00%

As of 07:59:30 ET on 07/11/2014.

Snapshot for Caldwell Balanced Fund (CALDSECF)

Year To Date: +7.61% 3-Month: +4.14% 3-Year: +8.35% 52-Week Range: 7.98 - 9.48
1-Month: -0.33% 1-Year: +16.92% 5-Year: +8.20% Beta vs SPTSX: 0.68

Mutual Fund Chart for CALDSECF

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  • CALDSECF:CN 9.38
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Fund Profile & Information for CALDSECF

Caldwell Balanced Fund is an open-end fund incorporated in Canada. The Fund seeks to provide long-term capital appreciation in a balanced fund while emphasizing overall preservation of capital. The Fund invests in approved core equities, income investments, and special situtations.

Inception Date: 10-31-1990 Telephone: 1-416-593-1798
Managers: THOMAS S CALDWELL "TOM" / J DENNIS FREEMAN
Web Site: www.caldwellmutualfunds.com

Fundamentals for CALDSECF

NAV (on 2014-07-11) 9.38
Assets (M) (on 2014-05-30) 44.84
Fund Leveraged N
Minimum Investment 500.00
Minimum Subsequent Investment 100.00

Dividends for CALDSECF

Dividend Type Income
Dividend Frequency Irreg
Last Dividend Net (on 2006-12-18) 0.02
Dividend Yield (ttm) -

Fees & Expenses for CALDSECF

Front Load 5.00
Back Load 4.50
Current Mgmt Fee 2.00
Redemption Fee 2.00
12b1 Fee -
Expense Ratio 3.17

Top Fund Holdings for CALDSECF

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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