UDA.TO - Caldwell US Dividend Advantage Fund ETF Analysis | Stock Taper
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UDA.TO

Caldwell US Dividend Advantage Fund
Caldwell US Dividend Advantage Fund Caldwell
$16.06 0.12% (+0.02)

Managing Company Caldwell
Asset Under Management $45.06M
Inception Date Mar 18, 2020
Expense Ratio 0.94%
52w High $17.86
52w Low $13.34
Volume 1,060
Avg Volume 332
Asset Class Equity

About Caldwell US Dividend Advantage Fund

The fund actively selects dividend-paying securities issued by firms domiciled in or that derive a significant portion of their revenue or earnings from US. The fund specifically invests in companies with attractive valuations which not only have a history but also offer the potential for future dividend and business growth. A proprietary analysis that combines quantitative and qualitative...

SECTOR HOLDINGS

Industrials Industrials
23.23%
Technology Technology
20.32%
Financial Services Financial Services
18.84%
Consumer Cyclical Consumer Cyclical
13.84%
Communication Services Communication Services
10.70%
Healthcare Healthcare
7.01%
Basic Materials Basic Materials
6.06%

ASSET ALLOCATION BY REGION

United States flag United States
84.95%
Other
11.38%
Canada flag Canada
3.67%

Holdings (Top 20)

No holdings data available.