Investor suitability

For those who:

  • hold your investment in a non-registered account and want direct exposure to securities that trade in U S dollars
  • are seeking a core U.S. equity fund with the potential for long term growth
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in equity securities of U.S. companies that pay, or may be expected to pay, dividends.


Fund facts (2020-06-30)

Inception date

2017-05-01

Asset class

U.S. Dividend

Total # holdings

28

Number of issuers (equities)

28

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000