Investor suitability

For those who:

  • are seeking capital preservation and modest capital appreciation through investments in high quality U.S. equities
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests in an actively managed portfolio of primarily U.S. equities.

Fund/ETF Facts (2024-02-29)

Inception date


Asset class

U.S. Dividend

Income distribution


Minimum investment

$500 initial/$25 additional

Growth of $10,000