Caldwell U.S. Dividend Advantage Fund

Why Invest

The Caldwell U.S. Dividend Advantage Fund’s (”UDA”) unique DIVIDEND MOMENTUM approach combines factor-based investing with fundamental analysis. The end result is a differentiated, high-conviction portfolio of sustainable dividend growers.

Key Features

  • A unique dividend investment strategy combining MOMENTUM investing with FUNDAMENTAL analysis
  • Attractive monthly distributions, with cash payment or reinvestment options
  • Designed to capitalize on attractive, often overlooked dividend-growth stocks with compelling positive or negative price momentum
  • Actively managed, concentrated portfolio - high Active Share
  • Exposure to small- and mid-cap companies
  • A total-return focus targeting stocks with proven business and dividend growth
  • Low 75bps Management Fee
Ready to Invest?
Jennifer Radman photo

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager
William Chin photo

William Chin, MBA

Portfolio Manager & Chief Technical Analyst
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