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 (2020-10-30)

Inception date

1996-10-31

Asset class

U.S. Equity

Total # holdings

57

Number of issuers (equities)

57

Income distribution

Annually

Minimum investment

Negotiable

Growth of $10,000