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Caldwell Income Fund

CALINLL:CN
4.67
CAD
0.00
0.07%
As of 11/22/2017
Fund Type
Open-End Fund
52Wk Range
4.61 - 4.81
1 Yr Return
-1.33%
YTD Return
-0.43%
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Previous Close
4.67
52Wk Range
4.61 - 4.81
1 Yr Return
-1.38%
YTD Return
-0.43%
Fund Type
Open-End Fund
Objective
Aggregate Bond
Asset Class Focus
Fixed Income
Geographic Focus
Canada
NAV (on 11/22/2017)
4.6728
Total Assets (m CAD) (on 03/31/2017)
17.080
Inception Date
06/27/1997
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
THOMAS S CALDWELL / J DENNIS FREEMAN
Front Load Fee
-
Back Load Fee
3.50%
Redemption Fee
2.00%
12b-1 Fee
-
Current Mgmt Fee
1.25%
Expense Ratio
1.64%

Top Fund Holdings

Name Position Value % of Fund
16.90 k 15.50 m 35.95
9.60 k 9.51 m 22.05
8.00 k 7.64 m 17.72
Profile
Caldwell Income Fund is an open-end fund incorporated in Canada. The Fund seeks to provide superior investment returns through income and growth securities while preserving capital and maintaining liquidity. The Fund invests in a diverse portfolio of Canadian government and corporate fixed-income securities.
Address
Caldwell Securities Ltd.
150 King Street West, Suite 1702
P.O. Box 46
Toronto, Ontario M5H 1J9
Canada
Phone
1-416-593-1798