Caldwell U.S. Dividend Advantage Fund (UDA)

Toronto
Currency in CAD
14.34
0.00(0.00%)
Closed·
Day's Range
14.3414.34
52 wk Range
13.3418.21

Key Statistics

Morning Star Rating
Risk Rating
Bid / Ask
14.32 / 14.39
Prev. Close
14.34
Price Open
14.34
Volume
0
Average Vol. (3m)
1,237
1-Year Change
-13.22%
Day’s Range
14.34-14.34
52-Week Range
13.34-18.21
Market Cap
130.43B
Expense Ratio
-
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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Strong Buy
Moving Averages
Sell

Performance

Name
YTD
3M
1Y
3Y
5Y
10Y
Growth of 10008729779331,2571,472-
Fund Return-12.76%-2.26%-6.67%+7.92%+8.04%-
Percentile Rank100911009895-
PWR6.18%383.78+0.97%5,100
AVGO6.01%274.38-0.37%6,800
CBOE5.98%235.01+0.25%8,000
IBKR5.40%58.60-0.54%30,400
MSFT5.26%503.32+0.37%3,300
MCK5.17%709.59-0.69%2,200
COST4.76%970.33+0.02%1,500
BRO4.69%106.75-0.98%13,200
TMUS4.35%227.76-0.17%5,700
JPM4.09%286.86-0.46%4,400

Caldwell U.S. Dividend Advantage Fund Company Profile

Caldwell U.S. Dividend Advantage Fund is an exchange traded fund launched and managed by Caldwell Investment Management Ltd. The fund invests in public equity markets of the United States. It seeks to invest in stocks of companies that are operating across diversified sectors. The fund primarily invests in dividend-paying equity securities that exhibit a combination of low volatility and high profitability. It employs fundamental and quantitative analysis, with focus on top-down and bottom-up research to create its portfolio. The fund employs in-house to manage its portfolios. Caldwell U.S. Dividend Advantage Fund was formed on June 19, 2015 and is domiciled in the United States.

Industry
-
Sector
-
0
Equity Type
ETF
Market
Canada

FAQ

How is the performance of UDA?

As of 14 Jul 2025, UDA is trading at a price of 14.34, with a previous close of 14.34. The stock has fluctuated within a day range of 14.34 to 14.34, while its 52-week range spans from 13.34 to 18.21.

What is the current price of UDA?

The UDA stock price today is 14.34.

Does UDA Pay Dividends? What’s The Current Dividend Yield?

The Caldwell U.S. Dividend Advantage Fund dividend yield is 3.16%.

What is the P/E ratio of UDA?

The P/E ratio for UDA is 27.76.

From a Technical Analysis Perspective, Is UDA a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Buy.

When is the UDA dividend date?

The next dividend date for UDA is 29 Sept 2025.
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