Investor suitability

For those who:

  • want a core United States equity fund for your portfolio
  • 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 listed on the major U.S. stock exchanges.

Fund facts (2021-09-30)

Inception date


Asset class

U.S. Equity

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000