Investment Solutions

Mutual Funds:

Actively Managed ETFs:

Fund Codes:

SERIES

INCEPTION DATE

FUND CODE

SALES OPTION

REGISTERED ELIGIBILITY

MUTUAL FUNDS

Caldwell Balanced Fund
A March 1, 1990 CWF101 Front End Yes (Except DPSP)
A March 1, 1990 CWF011 Low Load Yes (Except DPSP)
D June 11, 2019 CWF4111 No Load Yes (Except DPSP)
F July 4, 2014 CWF111 Fee Based Yes (Except DPSP)
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
A June 27, 1997 CWF023 Low Load Yes (Except DPSP)
A June 27, 1997 CWF103 Front End Yes (Except DPSP)
D June 11, 2019 CWF4133 No Load Yes (Except DPSP)
F July 15, 2016 CWF133 Fee-Based Yes (Except DPSP)
Caldwell Canadian Value Momentum Fund
A August 8, 2011 CWF701 Front end Yes
A August 8, 2011 CWF711 Low Load Yes
D December 24, 2019 CWF4702 No Load Yes
F March 28, 2014 CWF702 Fee Based Yes
Caldwell U.S. Dividend Advantage Fund
A November 15, 2018 CWF088 (CAD) Low Load Yes
A November 15, 2018 CWF099 (USD) Low Load Yes
A November 15, 2018 CWF108 (CAD) Front End Yes
A November 15, 2018 CWF109 (USD) Front End Yes
D June 11, 2019 CWF4118 (CAD) No Load Yes
F June 25, 2015 CWF118 (CAD) Fee Based Yes
F November 15, 2018 CWF119 (USD) Fee Based Yes
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