Upside | ||||||
|---|---|---|---|---|---|---|
| COST | 7.46% | aa.aa | 1,008.09 | +0.04% | 2,400 | |
| HLI | 5.52% | aa.aa | 174.00 | -0.59% | 10,400 | |
| META | 5.12% | aa.aa | 592.49 | -0.92% | 2,700 | |
| MA | 5.05% | aa.aa | 568.64 | +0.27% | 2,800 | |
| PAYX | 5.02% | aa.aa | 151.65 | +0.21% | 9,900 | |
| AVGO | 3.91% | aa.aa | 208.20 | +0.21% | 7,100 | |
| IBKR | 3.70% | aa.aa | 185.60 | +0.60% | 6,800 | |
| JPM | 3.55% | aa.aa | 253.08 | -0.15% | 4,400 | |
| CBOE | 3.27% | aa.aa | 231.71 | +1.56% | 4,400 | |
| LLY | 3.26% | aa.aa | 734.57 | -2.25% | 1,200 |
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.