Caldwell Mutual Funds:
Caldwell Balanced Fund & Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
Caldwell Canadian Value Momentum Fund & Caldwell U.S. Dividend Advantage Fund
- Simplified Prospectus – July 2019
Clearpoint Global Dividend Fund, Clearpoint Short Term Income Fund*
* Effective August 19, 2019, the Management and Trusteeship of the Clearpoint Short Term Income Fund was transferred from Caldwell Investment Management to Cortland Credit Group Inc.