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 (2020-04-30)

Inception date


Asset class

U.S. Equity

Income distribution


Minimum investment

$1,000 initial / $25 additional

Growth of $10,000