The Details Number of funds: 4 Assets under management: $74 million Load Charge: Front: max 5% (4% for Income Fund); back: max 4.5% Switching Charge: 2% maximum Where Sold Ontario, Alberta and British Columbia How Sold Through investment advisors and discount brokerage firms Phone Number 1-800-387-0859 Web Site www.caldwellmutualfunds.com Email info@caldwellsecurities.com Fund Summary     Best Choice:  Balanced Best RRSP:  Balanced Best Unrated:  Exchange Fund Type Rating Risk RRSP Load Seg Caldwell Balanced Fund CBAL $$$ High RSP #/* No Caldwell Canada Fund CE $$$ High RSP #/* No Caldwell Income Fund CB $$$ Medium RSP #/* No

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