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 (2019-12-31)

Inception date

2001-12-18

Asset class

American Equity

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000