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

Fund overview

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


Fund facts (2020-01-31)

Inception date

2012-08-29

Asset class

American Equity

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000