This fund strategically invests in U.S. dividend-paying companies, specifically those based in the United States or generating a substantial portion of their income there. It targets businesses with appealing valuations, a track record of consistent dividends, and strong prospects for future dividend increases and overall business expansion. A unique analytical process, blending quantitative data with qualitative insights, guides the construction of this focused portfolio. To further boost total returns and mitigate portfolio fluctuations, the fund has the discretion to employ strategies like writing cash-covered put or covered call options. Caldwell offers UDA to ETF investors seeking consistent monthly income, capital growth, and superior risk-adjusted performance over time.

Industrials

Technology

Financial Services

Energy

Healthcare

Consumer Cyclical

Consumer Defensive

Basic Materials

Cash & Others

Caldwell US Dividend Advantage Fund Trust Units

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.

UDA Stock Price, Chart, Stats & News

Dividend safety

UDA chart

About

Related lists

Similar securities