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 (2019-11-29)

Inception date

2003-01-06

Asset class

American Equity

Income distribution

Quarterly

Minimum investment

Negotiable

Growth of $10,000