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Caldwell U.S. Dividend Advantage Fund logo

Caldwell U.S. Dividend Advantage Fund

C$ 9.85 (0%) Nov 25
P/E:
At Loss
P/B:
0
Market Cap:
C$ 50.85M ($ 37.66M)
Enterprise V:
C$ 50.85M ($ 37.66M)
Volume:
-
Avg Vol (2M):
-
Volume:
-
Market Cap C$:
50.85M
Market Cap $:
37.66M
PE Ratio:
At Loss
Avg Vol (2-Month):
-
Enterprise Value C$:
50.85M
Enterprise Value $:
37.66M
PB Ratio:
0
GF Score:
Year:
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Alerts Website Sources Stock Report
Dataset
Financial Download

Business Description

Description
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 a focus on top-down and bottom-up research to create its portfolio. The fund employs in-house to manage its portfolios.

Financial Strength

Name Current Vs Industry Vs History
Interest Coverage N/A
N/A
N/A

Growth Rank

Name Current Vs Industry Vs History

Momentum Rank

Name Current Vs Industry Vs History

Liquidity Ratio

Name Current Vs Industry Vs History

Dividend & Buy Back

Name Current Vs Industry Vs History

Profitability Rank

Name Current Vs Industry Vs History

GF Value Rank

Name Current Vs Industry Vs History

Guru Trades

See Details
To

Insider Trades

See Details
To

Peter Lynch Chart

Y-axis scale:
Interactive Chart
To

Performance

Dividend
Log
To

Annualized Return %

Symbol 1 Week 1 Month 3 Months 6 Months YTD 1 Year 3 Years 5 Years 10 Years

Total Annual Return %

Symbol 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013

Executives

Valuation Box

Year:

Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil C$) 4.618
EPS (TTM) (C$) 0.712
Beta 0
Volatility % 0
14-Day RSI 0
14-Day ATR (C$) 0
20-Day SMA (C$) 9.85
12-1 Month Momentum % 0
52-Week Range (C$) 9.85 - 9.85
Shares Outstanding (Mil) 5.16

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 0
Positive ROA
Positive CFROA
Higher ROA yoy
CFROA > ROA
Lower Leverage yoy
Higher Current Ratio yoy
Less Shares Outstanding yoy
Higher Gross Margin yoy
Higher Asset Turnover yoy

Caldwell U.S. Dividend Advantage Fund Filings

Document Form Filing Date
No Filing Data

Caldwell U.S. Dividend Advantage Fund Analysis

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