Investor suitability

For those who:

  • want to invest in North American small and mid-capitalization companies
  • 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 of small to mid-capitalization North American companies.


Fund facts (2020-06-30)

Inception date

2000-02-24

Asset class

U.S. Small/Mid Cap Equity

Total # holdings

69

Number of issuers (equities)

69

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000