Caldwell U.S. Dividend Advantage Fund Highlights

March 2021 Series F Highlights
March 2021 Series A Highlights
March 2021 Series ETF Highlights

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Fund Codes and Net Asset Value per Unit (NAV):

Canadian Dollar Options:

Series	Code	NAV (2021-04-13)
A	CWF088 (Low Load)	$11.94
A	CWF108 (Front End)	$11.94
D	CWF4118 (No Load)	$12.05
F	CWF118	$12.55

U.S. Dollar Options:

Series	Code	NAV (2021-04-13)
A	CWF099 (Low Load)	$9.53
A	CWF109 (Front End)	$9.53
F	CWF119	$10.02

Annual Management Fees:

Series A: 1.75%

Series D: 1.00%

Series F: 0.75%

Eligibility:

RRSPs, RRIFs, RDSPs,

DPSPs, RESPs and TFSAs

Fund Inception:

June 19, 2015

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