Investor suitability

For those who:

  • want a core U S equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate medium risk
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests primarily in equity and equity-related securities of companies in the United States.


Fund facts (2019-05-31)

Inception date

2001-07-31

Asset class

American Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000