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Caldwell Income Fund

CWFININ:CN
9.63
CAD
0.02
0.26%
As of 2/16/2018
Fund Type
Open-End Fund
52Wk Range
9.60 - 10.14
1 Yr Return
-2.70%
YTD Return
-1.64%
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Previous Close
9.60
52Wk Range
9.60 - 10.14
1 Yr Return
-2.48%
YTD Return
-1.64%
Fund Type
Open-End Fund
Objective
Aggregate Bond
Asset Class Focus
Fixed Income
Geographic Focus
Canada
NAV (on 02/16/2018)
9.6256
Total Assets (m CAD) (on 03/31/2017)
17.080
Inception Date
07/25/2016
Last Dividend (on 12/15/2017)
0.011214
Dividend Indicated Gross Yield
0.12%
Fund Managers
THOMAS S CALDWELL / J DENNIS FREEMAN
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
-
Expense Ratio
-

Top Fund Holdings

Name Position Value % of Fund
16.90 k 15.08 m 40.22
8.00 k 7.52 m 20.06
4.00 k 4.34 m 11.57
4.20 k 4.07 m 10.85
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