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Caldwell Balanced Fund

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CALDSECF:CN
9.93
CAD
0.04
0.43%
As of 07:59:30 ET on 09/04/2015.
Fund Type
Open-End Fund
52Wk Range
9.14 - 10.50
1 Yr Return
4.18%
YTD Return
2.47%
Previous Close
9.98
52Wk Range
9.14 - 10.50
1 Yr Return
4.18%
YTD Return
2.47%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Canada
NAV (on 09/04/2015)
9.9334
Total Assets (m CAD) (on 06/30/2015)
54.400
Inception Date
10/31/1990
Last Dividend (on 12/18/2006)
0.021547
Dividend Indicated Gross Yield
-
Fund Managers
J DENNIS FREEMAN / JENNIFER RADMAN
Front Load Fee
5.00%
Back Load Fee
4.50%
Redemption Fee
2.00%
12b-1 Fee
-
Current Mgmt Fee
2.00%
Expense Ratio
2.73%
Profile
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.
ADDRESS
Caldwell Securities Ltd.
150 King Street West, Suite 1702
P.O. Box 46
Toronto, Ontario M5H 1J9
Canada
PHONE
1-416-593-1798