Caldwell Mutual Funds: Caldwell North American Fund & Tactical Sovereign Bond Fund Simplified Prospectus – June 2025 Caldwell Canadian Value Momentum Fund, Caldwell U.S. Dividend Advantage Fund & Caldwell-Lazard CorePlus Infrastructure Fund English: Simplified Prospectus – June 2026 Prospectus Amendment – July 2026 French: Simplified Prospectus – June 2026 Prospectus Amendment – July 2026 Want to hear something good?Sign up for updatesYour emailYour EmailSubmit
