Caldwell U.S. Dividend Advantage ETF (UDA.TO)
15.75
0.00 (0.00%)
CAD |
TSX |
May 03, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.85% | -0.43% | 45.08M | 359.20 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.90% | 329.6% | -13.78M | Upgrade |
Basic Info
Investment Strategy | |
The fundamental investment objective of the Fund is to provide unitholders with: (i) monthly distributions; and (ii) the potential for capital appreciation and enhanced long-term risk adjusted returns. The Fund invests primarily in dividend paying equity securities of U.S. domiciled issuers or issuers that derive a significant portion of their revenue or earnings from the U.S. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | US Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | Caldwell Investment Management Ltd |
Prospectus Benchmark Index | |
S&P 500 TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Jennifer Radman | 8.79 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
Investment Strategy | |
The fundamental investment objective of the Fund is to provide unitholders with: (i) monthly distributions; and (ii) the potential for capital appreciation and enhanced long-term risk adjusted returns. The Fund invests primarily in dividend paying equity securities of U.S. domiciled issuers or issuers that derive a significant portion of their revenue or earnings from the U.S. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | US Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | Caldwell Investment Management Ltd |
Prospectus Benchmark Index | |
S&P 500 TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Jennifer Radman | 8.79 yrs |