Site icon Caldwell Investment Management Ltd.

Let’s talk about Closet Indexing & the risks Investment Advisors need to think about.

Jennifer Radman headshot
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

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