All posts tagged Portfolio Management

The company referenced is not a currently held investment and should not be considered as a recommendation to buy or sell.

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

Texas Instruments Inc. – actual investment, first purchased 6/30/2020.

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.

It should not be assumed that investments in the securities identified were or will be profitable, nor should they be considered as investment advice applicable to any specific circumstances and thus should not be construed as investment advice nor an offer or solicitation to purchase or sell securities.

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

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