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 a broadly diversified portfolio of American equity securities.


Fund facts (2020-06-30)

Inception date

2000-11-17

Asset class

U.S. Equity

Total # holdings

59

Number of issuers (equities)

59

Income distribution

Annually

Minimum investment

$500 initial / $25 additional

Growth of $10,000