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Performance Ratios & Fundamentals Caldwell U.S. Dividend Advantage Series A T.UDA

The investment objectives of the Fund are to provide holders of Units with monthly cash distributions and the potential for capital appreciation and enhanced long-term risk adjusted returns. The Fund has been created to invest in an actively managed portfolio comprised primarily of U.S. dividend-paying equity securities that exhibit a combination of low current volatility and high profitability... see more