Caldwell U.S. Dividend Advantage Fund Overview

  • Status
  • Public
  • Stock Symbol
  • UDA.UN
Stock Symbol
  • Share Price
  • $7.52
  • (As of Friday Closing)

Caldwell U.S. Dividend Advantage Fund General Information


Caldwell U.S. Dividend Advantage Fund is a closed-ended equity mutual 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.

Contact Information

Ownership Status
Publicly Held
Financing Status
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Stock Exchange
Primary Office
  • 150 King Street West
  • Suite 1702
  • Toronto, Ontario M5H 1J9
  • Canada
+1 (416) 000-0000
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Caldwell U.S. Dividend Advantage Fund Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$7.52 $7.52 $7.43 - $8.99 $38.8M 5.16M 5.16K $0.57

Caldwell U.S. Dividend Advantage Fund Financials Summary

In Thousands,
TTM 30-Jun-2018 FY 2017 31-Dec-2017 FY 2016 31-Dec-2016 FY 2015 31-Dec-2015
EV 39,229 43,390 36,157
Revenue 4,440 5,567 7,379 358
Net Income 2,902 3,867 5,631 (676)
Total Assets 51,146 54,313 48,845 40,138
Total Debt 0 0 0
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Caldwell U.S. Dividend Advantage Fund Board Members (1)

Name Representing Role Since
000000 00000000 Self Chairman & Board Member 000 0000
To view Caldwell U.S. Dividend Advantage Fund’s complete board members history, request access »