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 (2019-09-30)

Inception date

2007-09-28

Asset class

American Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Monthly

Minimum investment

$5,000 initial / $25 additional

Growth of $10,000