Description

This fund strategically invests in U.S. dividend-paying companies, specifically those based in the United States or generating a substantial portion of their income there. It targets businesses with appealing valuations, a track record of consistent dividends, and strong prospects for future dividend increases and overall business expansion. A unique analytical process, blending quantitative data with qualitative insights, guides the construction of this focused portfolio. To further boost total returns and mitigate portfolio fluctuations, the fund has the discretion to employ strategies like writing cash-covered put or covered call options. Caldwell offers UDA to ETF investors seeking consistent monthly income, capital growth, and superior risk-adjusted performance over time.