Investor suitability

For those who:

  • want a core United States equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in equity and equity-related securities listed on the major U.S. stock exchanges.


Fund facts (2020-07-31)

Inception date

2011-07-27

Asset class

U.S. Equity

Total # holdings

559

Number of issuers (equities)

309

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000