Investor suitability

For those who:

  • want a U.S. equity fund that focuses on value
  • 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 (2020-05-29)

Inception date

2017-05-01

Asset class

U.S. Equity

Total # holdings

58

Number of issuers (equities)

58

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000