• Fund Type: Open-End Fund
  • Objective: Growth Broad Market
  • Asset Class: Equity
  • Geographic Focus: Canada

Caldwell Growth Opportunities Trust

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CALGROPT:CN

8.07 CAD

As of 07:59:30 ET on 03/31/2014.

Snapshot for Caldwell Growth Opportunities Trust (CALGROPT)

Year To Date: +0.11% 3-Month: +0.11% 3-Year: -12.42% 52-Week Range: 8.06 - 9.51
1-Month: -3.04% 1-Year: -13.12% 5-Year: -5.02% Beta vs SPTSX: -

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  • CALGROPT:CN 8.07
  • 1M
  • 1Y
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Fund Profile & Information for CALGROPT

Caldwell Growth Opportunities Trust is an open-end fund incorporated in Canada. The Fund's investment objective is to seek maximum capital appreciation over the long-term. The Fund will invest primarily in equity and equity-related securities.

Inception Date: 09-15-2005 Telephone: 1-416-593-1798
Managers: THOMAS S CALDWELL "TOM" / BRENDAN T N CALDWELL
Web Site: www.caldwellmutualfunds.com

Fundamentals for CALGROPT

NAV (on 2014-03-31) 8.07
Assets (M) (on 2014-03-31) 6.17
Fund Leveraged N
Minimum Investment 50,000.00
Minimum Subsequent Investment 10,000.00

Dividends for CALGROPT

No dividends reported

Fees & Expenses for CALGROPT

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

Top Fund Holdings for CALGROPT

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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