CALDWELL US DIVID ADVANTAGE FD ETF UNITCALDWELL US DIVID ADVANTAGE FD ETF UNITCALDWELL US DIVID ADVANTAGE FD ETF UNIT

CALDWELL US DIVID ADVANTAGE FD ETF UNIT

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Key stats


Assets under management (AUM)
Fund flows (1Y)
Dividend yield (indicated)
3.24%
Discount/Premium to NAV
Shares outstanding
Expense ratio
0.94%

About CALDWELL US DIVID ADVANTAGE FD ETF UNIT


Issuer
Caldwell Financial Ltd.
Brand
Caldwell
Inception date
Feb 13, 2020
Structure
Canadian Mutual Fund Corporation (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Income tax type
Capital Gains
Primary advisor
Caldwell Investment Management Ltd.
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 fundamentals is used for constructing the funds concentrated portfolio. In addition, the fund may write cash-covered put or covered call options to enhance the funds total returns and lower the overall portfolio volatility. UDA is Caldwells offer for ETF investors that seek stable monthly distributions, capital appreciation and long-term risk adjusted returns.

Broaden your horizons with more funds linked to UDA via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Industrial Services
Electronic Technology
Stock breakdown by region
100%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
UDA trades at 14.06 CAD today, its price has risen 0.79% in the past 24 hours. Track more dynamics on UDA price chart.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
UDA invests in stocks. See more details in our Analysis section.
UDA expense ratio is 0.94%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, UDA isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, UDA technical analysis shows the neutral rating and its 1-week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating UDA shows the sell signal. See more of UDA technicals for a more comprehensive analysis.
Yes, UDA pays dividends to its holders with the dividend yield of 3.24%.
UDA shares are issued by Caldwell Financial Ltd.
UDA follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Feb 13, 2020.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.