Caldwell U.S. Dividend Advantage ETF (UDA.TO)
15.99
-0.32
(-1.96%)
CAD |
TSX |
Mar 06, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.73% | -0.08% | 73.37M | 244.30 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.35% | 163.6% | -5.013M |
Basic Info
| Investment Strategy | |
| Caldwell U.S. Dividend Advantage Fund provides investors with attractive current income and total return potential by investing primarily in high-quality, U.S. dividend-paying companies with compelling valuations and good prospects for continued business and dividend growth. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | U.S. Equity |
| Global Macro | Equity North America |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Caldwell Investment Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 07, 2026.
Asset Allocation
As of April 30, 2021.
| Type | % Net |
|---|---|
| Cash | 4.44% |
| Stock | 95.56% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Basic Info
| Investment Strategy | |
| Caldwell U.S. Dividend Advantage Fund provides investors with attractive current income and total return potential by investing primarily in high-quality, U.S. dividend-paying companies with compelling valuations and good prospects for continued business and dividend growth. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | U.S. Equity |
| Global Macro | Equity North America |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Caldwell Investment Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |